Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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5 Key Financial Planning Tips for Women in Their 30s

5 Key Financial Planning Tips for Women in Their 30s

by Independent Financial Services | Mar 26, 2024 | Financial Planning

In today’s fast-paced world, financial planning is a crucial aspect of securing a stable and prosperous future. If you’re a woman in your 30s, this is a pivotal time to take control of your finances and set yourself up for financial success. Whether...
How Transition Planning Can Help Business Owners

How Transition Planning Can Help Business Owners

by Independent Financial Services | Mar 19, 2024 | Business Ownership, Economy & Policy

Strategizing for changes in business leadership is a vital but often neglected aspect of effective business management. Whether you are the proprietor of a small enterprise or you oversee a large corporation, having a transition plan in place can make all the...
Risk Management Essentials for Tampa’s Business Owners

Risk Management Essentials for Tampa’s Business Owners

by Independent Financial Services | Mar 12, 2024 | Business Ownership, Economy & Policy

Running a business in the vibrant city of Tampa can be an exhilarating journey. The sunny weather, cultural diversity, and thriving economy make it an attractive hub for entrepreneurs. However, like any other place, Tampa is not immune to risks that can affect your...
Strategies for a Smooth Financial Journey During Transition

Strategies for a Smooth Financial Journey During Transition

by Independent Financial Services | Mar 5, 2024 | Retirement Planning

Navigating through different phases in life can be a whirlwind of excitement and challenges. Whether you’re saying “I do,” welcoming a new addition to your family, pursuing a different career path, easing into retirement, or undergoing any...

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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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