Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors

}

Monday – Thursday: 9:00AM – 5:00PM | Friday 9:00AM – 4:00PM

CALL US: (813) 908-2701

BOOK AN APPOINTMENT

Book An Appointment

Call: (813) 908-201

Why work with an aams®?

 

Branden-02

Branden Sears, AAMS®, CFP®

Portfolio Technician

IFS Financial Advisor, RJFS

Learn more about

the importance of having an

Accredited Asset Management Specialist℠

on your team.

What is an AAMS®?

This professional designation is awarded by the College of Financial Planning to professionals in the finance industry who have completed an intensive program dedicated to providing the fundamentals of asset management and investments.

Why is it important?

Working with an advisor who possesses this designation is incredibly valuable, as it enables the ability to identify opportunities within investments, asset management and various financial issues to better help you reach your financial goals.

How can working with an AAMS® help me?

At IFS, we have advisors of all backgrounds and designations (including AAMS®), allowing us to serve a diverse range of clients and help offer a comprehensive approach for each unique situation.

have a question?