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 Eastern

CALL US: (813) 908-2701

BOOK AN APPOINTMENT

Book An Appointment

Call: (813) 908-201

Customized Strategies Through Every Stage of Life.

CONTACT USLEARN MORE

OUR CLIENTS

Women
LEARN MORE

Business Owners
LEARN MORE

Divorce
LEARN MORE

Retirees
LEARN MORE

What Makes Us Different

With more than 170 years of combined experience, we give our clients the individual attention and service they deserve.  At Independent Financial Services, we are a team of highly distinguished individuals, each with our respective specialties and certifications to help better serve various financial concerns. We pride ourselves in serving clients with devoted guidance and customized service.

team image 500x

Jodi B. Perez, CFP®, CEPA®
Partner, IFS |Senior Financial
Advisor, RJFS
Forbes Top Women Wealth
Advisors Best-in-State

Jeannie Holliday, CFA®, CDFA®
Partner, IFS | Senior Financial
Advisor, RJFS
Forbes Top Women Wealth
Advisors Best-in-State

jodi 2 980x1307

Jodi B. Perez, CFP®, CEPA®

Partner, IFS | Senior Financial Advisor, RJFS

Jodi earned her Bachelor’s Degree in Marketing from the College of Business Administration at the University of South Florida. As a CERTIFIED FINANCIAL PLANNER™, Jodi understands the complex intricacies of retirement planning, estate planning and portfolio analysis. As a member of the National Financial Planning Association, Jodi keeps abreast of all-important tax, retirement and investment updates and changes that may benefit her clients.

Jeannie-Holliday-1

Jeannie Holliday, CFA®, CDFA®

Partner, IFS | Senior Financial Advisor, RJFS
Jeannie earned her Bachelor‘s degree and MBA with a concentration in Finance from the University of South Florida. She is a Chartered Financial Analyst® (CFA®), a designation signifying her extensive knowledge of accounting, equity analysis, fixed-income securities, economics and portfolio theory.
Jeannie-Holliday-1

Our Services Include…

Women Investors

Our team is dedicated to helping clients reach their financial goals through creating practical, customized strategies, from families to individuals through all stages of life.

Business Planning

Have peace knowing we can help provide a streamlined plan to cover all your bases and ensure your assets last, so you can live the worry-free, abundant life you deserve. 

Divorce

Have peace knowing we can help provide a streamlined plan to cover all your bases and ensure your assets last, so you can live the worry-free, abundant life you deserve. 

Retirement Planning

Our team is dedicated to helping clients reach their financial goals through creating practical, customized strategies, from families to individuals through all stages of life.

RESOURCE CENTER

Independent New Investor 245 × 340 px

The Ultimate Millennial Money Guide

Women-Focused-Financial-Guide

Women-Focused Financial Guide

Business-Owners-Financial-Freedom-Checklist

Business Owner’s Financial Freedom Checklist

Most-Common-Retirement-Planning-Questions

Most Common Retirement Planning Questions

Contact us to learn how we can help you prepare for the future.

20635 Amberfield Drive, Suite 102
Land O’ Lakes, FL 34638

p. 813.908.2701
tf. 888.811.1817
f. 813.909.0626