Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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Encore Careers: A New Chapter for Women in Retirement

Encore Careers: A New Chapter for Women in Retirement

by Independent Financial Services | May 30, 2023 | Business Ownership

As women approach retirement age, many may feel hesitant about what their next chapter will look like. Traditionally, retirement has been viewed as a time to relax and take a break from the workforce. However, more and more women are choosing to pursue encore careers...
A Comprehensive Guide to Estate Planning for Business Owners

A Comprehensive Guide to Estate Planning for Business Owners

by Independent Financial Services | May 25, 2023 | Business Ownership

In this comprehensive guide, we’ll explore everything you need to know to protect your business and loved ones. Why Estate Planning For Business Owners Is Important  As a business owner, you have worked hard to build your business and create a legacy that will last...
Financial Planning for Women: Strategies for Success

Financial Planning for Women: Strategies for Success

by Independent Financial Services | May 23, 2023 | Family & Lifestyle

Financial planning is an important aspect of life for everyone, regardless of gender. However, women need to be especially mindful of their financial planning to ensure that they have the resources to meet their goals and sustain their lifestyle, especially in the...
Grow Your Wealth with Investment Strategies for Business Owners

Grow Your Wealth with Investment Strategies for Business Owners

by Independent Financial Services | May 18, 2023 | Markets & Investing

As a business owner, you’re always looking for ways to expand your enterprise and boost your wealth.  While there are many ways to do this, one of the most effective is through investment strategies that are tailored to your business needs and goals.  In this article,...
Master the Basics of Retirement Planning Today

Master the Basics of Retirement Planning Today

by Independent Financial Services | May 16, 2023 | Retirement Planning

Retirement planning is an essential part of managing your finances. It is never too early or too late to start preparing for your golden years. Retirement is the time when you will have to rely on the savings and investments you have made during your working years to...
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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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