Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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How Does a Mid-Cap Fund Work?

How Does a Mid-Cap Fund Work?

by Independent Financial Services | Sep 15, 2022 | Markets & Investing

In investing there are various dynamics of market assets you should take into consideration. When it comes to stocks you should understand the balance between stocks which are safer investments, but with lower potential for gains and those with higher potential for...
Advantages and Disadvantages of Donor-Advised Funds

Advantages and Disadvantages of Donor-Advised Funds

by Independent Financial Services | Sep 13, 2022 | Estate & Giving

If you have accumulated a significant amount of wealth, you can rest assured you will be financially secure for the rest of your life. Hopefully, this will also mean your loved ones and family will be taken care of as well once you have passed away and leave them with...
Why You Need an Exit Plan NOW

Why You Need an Exit Plan NOW

by Independent Financial Services | Sep 8, 2022 | Business Ownership, Retirement Planning

When you started your business, were you thinking about your exit strategy, or who was going to take things over? Or were you just thinking “Can I even make this thing work so I’m generating enough income to pay my bills?” Fast forward ten years – you’ve created...
The Federal Reserve System: What is It and How Does it Work?

The Federal Reserve System: What is It and How Does it Work?

by Independent Financial Services | Sep 6, 2022 | Economy & Policy

There are various systems and institutions which keep the U.S. economy operating while minimizing systemic turmoil. This is necessary in an unpredictable world with many factors affecting financial markets and economic realities of everyday people. One of these...
What Exactly is Inflation?

What Exactly is Inflation?

by Independent Financial Services | Sep 1, 2022 | Economy & Policy

Those who pay any attention to financial markets and the economy will often hear about inflation. There is often a certain amount of fear associated with too much inflation. Other times you may hear about not enough inflation in the economy. However, many people do...
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The 2025 Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=64b505e81d11 for more info.

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