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    8669 E San Alberto Drive Suite 100 Scottsdale, AZ 85258 T: 480.626.0909
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Remote work and its effect on real estate
A pandemic necessity. But, how have remote preferences and hybrid workstyles since impacted business and real estate development?
Technology & Innovation
Your business deserves an “estate plan”
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Business Ownership
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Family & Lifestyle
Impact of local infrastructure investments on a portfolio
Infrastructure has historically drawn the attention of institutional investors. But now individual investors are starting to take notice.
Markets & Investing
Life insurance, loans and liquidity for your heirs
A life insurance policy could help protect your estate while ensuring your heirs have the liquidity they need.
Estate & Giving
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Now or later? How and why you give can be illuminating
Making your charitable donations in mindful ways that support your values can maximize their impact.
Estate & Giving

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Key Wealth Management logoKey Wealth Management logo
  • 8669 E San Alberto Drive Suite 100 Scottsdale, AZ 85258
  • 480.626.0909
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Forbes Top Next-Gen Wealth Advisors Best-in-State (2024)
Forbes Top Next-Gen Wealth Advisors Best-in-State 2024, developed by Shook Research, is based on the period from 3/31/23 to 3/31/24 and was released 8/8/2024. 4,081 nominations were received and 1,630 won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Compensation provided for using the rating. More: https://bit.ly/4cVTpjA. Please see: https://bit.ly/3OzhwJY.

Forbes Top Wealth Advisors Best-In-State (2024)
2024 Forbes Top Wealth Advisors Best-In-State, developed by Shook Research, is based on the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. 42,108 nominations were received and 8,500 advisors won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.forbes.com/best-in-state-wealth-advisors.

Forbes Top Women Wealth Advisors Best-In-State (2025)
The 2025 Forbes Top Women Wealth Advisors Best-in-State list, developed by Shook Research, is based on the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. 48,220 nominations were received and 2,436 women won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. Compensation provided for using the ranking. More: https://bit.ly/4hhgWgi. Please see https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Raymond James is not affiliated with the above organizations and/or charitable causes.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Key Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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