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 Stress Affects Caregivers

How Stress Affects Caregivers

by Independent Financial Services | Jan 31, 2023 | Family & Lifestyle

Caring for a loved one who is no longer able to self-care can be quite challenging. Not only is it difficult to plan logistically, especially if a loved one or family member has a severe disability, it can also be emotionally and psychologically draining for...
Basic Differences Between the U.S. Treasury and the Federal Reserve

Basic Differences Between the U.S. Treasury and the Federal Reserve

by Independent Financial Services | Jan 26, 2023 | Economy & Policy

Most people understand the U.S. Treasury and the Federal Reserve are two government agencies that have a significant effect on the U.S. economy. It is important investors understand how these two entities function and how their actions can cause market fluctuations....
When should you use a probate loan?

When should you use a probate loan?

by Independent Financial Services | Jan 24, 2023 | Estate & Giving

Of course, dealing with the passing of a loved one can be one of the most trying times a person can be faced with. Usually, the last thing you want to deal with is navigating through the probate process while waiting to receive your inheritance. You may need to...
What is the Difference Between Money Market and Capital Market?

What is the Difference Between Money Market and Capital Market?

by Independent Financial Services | Jan 19, 2023 | Economy & Policy

The global financial system is dynamic and can be quite complex. Although this can make it challenging to understand, having a grasp on how the global financial system works is essential for investors of assets affected by macroeconomic factors that are constantly...
What is bottom-up investing?

What is bottom-up investing?

by Independent Financial Services | Jan 17, 2023 | Markets & Investing

There is no one correct way to develop an investment portfolio. Various types of strategies are available for you to choose from to guide your investment decisions. Each type of strategy will focus on certain factors more than others. One common investment strategy...
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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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