An elevated advisory experience for your personalized needs

We believe that financial advisory services should be shaped by the unique needs of each client we serve, from individuals to families to high-caliber institutions. Our personal approach and robust capabilities enable us to create customized investment strategies and deliver a quality standard of service with every investment strategy we present. Whether managing your personal wealth or elevating your business to the next level, our team remains focused on the strategic thinking and opportunities that will help you pursue success.


Caitlyn Salloum, CFP® of Key Wealth Management was named on the 2024 Forbes Top Next-Gen Wealth Advisors Best-in-State, 2024 Forbes Best-in-State Top Wealth Advisors and the 2024 Forbes Best-in-State Top Women Wealth Advisors lists for the branch.




Caitlyn
Caitlyn Salloum, CFP®, AAMS®
Wealth Advisor, RJFS Founder & President, Key Wealth Management
Sydney Falco Bio Image
Sydney Falco
Head of Client Operations
Tyler Sherwood
Tyler Sherwood, CFP®, APMA®
Wealth Advisor
Rachel Sailer
Rachel Sailer
Operations & Marketing Coordinator

Dynamic thinking makes a difference

We haven’t helped our clients succeed in the management of their financial affairs by espousing general advice. In fact, we consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients – and that’s what you’ll find here.

Forbes magazine featuring Caitlyn.

Visionary strategists aligned with you

With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
Key Wealth Management team photo

Success belongs to a class of its own

There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.

Raymond James awards

Impeccable attention to every detail

Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.

If you don’t like the road you’re walking, start paving another one.
Dolly Parton

Are you ready? Let’s uncover the possibility of working together.

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 (2024)
The Forbes America's Top Women Wealth Advisors Best-In-State 2024, developed by Shook Research, is based on the period from 9/30/22 to 9/30/23 and was released on 02/08/2024. 44,028 nominations were received and approximately 1991 women won. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. More: https://www.forbes.com/lists/best-in-state-women-advisors.

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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