Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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Best Options to Consider in Health Insurance for Your Retirement

Best Options to Consider in Health Insurance for Your Retirement

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

Retirement may seem like a distant goal, but planning for it now will save you headaches – and money – later. One of the most important steps is determining what kind of health insurance coverage you’ll need. Here are some things to keep in mind as you look into your...
Top Retirement Planning Tips Every Woman Needs to Know

Top Retirement Planning Tips Every Woman Needs to Know

by Independent Financial Services | Aug 29, 2023 | Retirement Planning

Everybody’s financial future depends on how well they prepare for retirement, but women may find it particularly difficult. Women have longer lifespans than men, and they are more likely to take professional interruptions to raise children or care for aging...
Slash Expenses: Cost-Cutting Strategies for Business Owners

Slash Expenses: Cost-Cutting Strategies for Business Owners

by Independent Financial Services | Aug 24, 2023 | Business Ownership

Every dollar counts in today’s business climate. That’s why as a business owner, you must be aware of every option available to you in order to cut costs and streamline operations. Here are some time-tested cost-cutting strategies you can use in helping maximize your...
Shield Your Wealth: Asset Protection Strategies for Business Owners

Shield Your Wealth: Asset Protection Strategies for Business Owners

by Independent Financial Services | Aug 22, 2023 | Estate & Giving

As a business owner, you must preserve your assets in order to maintain your financial stability. Unfortunately, a lot of us don’t understand the fundamentals of asset protection or don’t have a working plan in place. This article will help highlight some...
Scale Your Business: Proven Strategies for Financial Growth

Scale Your Business: Proven Strategies for Financial Growth

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

Are you a business owner hoping to increase your profits? If so, you’ve come to the right place! Any successful firm requires scaling. It demands diligence and commitment, but the rewards can be enormous. In this article, we’ll go through tried-and-tested...
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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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