Key Holleman, CFP®, President
Financial Advisor, RJFS
Key offers specialized investment counseling, financial, and estate planning services for individual investors, families, trusts, foundations, and small-mid sized businesses. He is a CERTIFIED FINANCIAL PLANNER™ professional. His belief in the foundations of Trust, Proficiency, and Integrity are the core of his relationships and his work.
Key began this career in the late 1990s after 7 years with IBM Corp. Now working with clients for over 25 years, his focus is on establishing solid relationships, and values his client’s personal life chapters as important as overseeing their Investments and Financial Planning. Among our premises:
*Preservation of capital is the foundation.
*Risk Management is crucial.
*Understanding the client as we invest.
*Decisions & recommendations made with the whole picture in mind.
*Integrity is irreplaceable.
Key is married to Anne and they have two grown children, William and Hannah. Key is involved in his church and community in ways he loves – serving without “titles”. He has more recently served on the Board of the Southern Baptist Foundation and remains involved with the Kiwanis Club of Nashville and a steady long-time Wednesday men’s lunch group. He also enjoys Monday afternoons when he volunteers teaching Citizenship classes to migrants at Legacy Mission Village.
Key is a native Nashvillian and a graduate of Baylor University. In addition to family and work, he also enjoys reading, golf, time with friends, and the never-ending study of the financial markets. He also remains in triathlon training for no particular Triathlon ahead.
Walter Keith, IV
Financial Advisor, RJFS
Is a native Nashvillian and started his investment management career in 1992 with the well-respected regional brokerage firm J.C. Bradford & Co. After seven years, in May of 1999 he decided to make a change and join Raymond James a national firm as a Branch Owner in Brentwood, TN. Walter was seeking the ability to serve clients with a fee-based platform instead of the traditional commission-based model.
In 2010 Walter was asked to join the Raymond James office of Ellis & Co. in Clarksville, TN as Branch Manager and Supervisory Delegate for the office. Upon Ellis & Co. making the decision to become independent from Raymond James in the fall of 2024, Walter became a part of Ascent Wealth Advisory joining with longtime friend Key Holleman,
Walter enjoys golf, skeet shooting and boating and spending time with his wife Bobbi and their Beagle, Riley.
Caitlin Olson
Registered Sales Assistant
A successfully run office environment requires organization, administration, client service, responsiveness, calmness, office attention, problem resolution, knowledge of the business, trade execution, and more. Caitlin tends to all of these and more. She plays an integral role in helping things run smoothly. Caitlin is a graduate of Belmont University and is licensed and registered. She also fully enjoys relationship building and gets great personal satisfaction when clients are satisfied.
Outside of the practice, her interests include horses, Foxhunting in particular, traveling, and spending time outdoors with her husband, Eric, on their 7 acres in the country. She also enjoys her 3 adopted pups, Dilly, Crash, and Poppy, 2 adopted cats Ratcatcher and Tallulah.