Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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Effective Succession Planning in Tampa

Effective Succession Planning in Tampa

by Independent Financial Services | Jul 23, 2024 | Financial Planning

Succession planning—while it might sound like fancy corporate jargon, it’s actually an important strategy that can make or break your financial future.  Whether you’re a business owner in Tampa or an individual looking to safeguard your assets,...
Understanding and Leveraging Tampa’s Economic Trends for Business Growth

Understanding and Leveraging Tampa’s Economic Trends for Business Growth

by Independent Financial Services | Jul 16, 2024 | Economy & Policy

Are you a business owner or aspiring entrepreneur looking for opportunities to thrive in today’s dynamic market? Tampa, Florida, could be your answer. This bustling city on Florida’s Gulf Coast has been experiencing a wave of economic growth in recent...
Navigating Tampa’s Tax Landscape: A Guide for Savvy Business Owners

Navigating Tampa’s Tax Landscape: A Guide for Savvy Business Owners

by Independent Financial Services | Jul 9, 2024 | Business Ownership

When it comes to running a successful business, one of the crucial aspects that often gets overlooked is tax planning. As a business owner in Tampa, you have a unique tax landscape to navigate, and understanding how to optimize it can make a significant difference in...
The Importance of Financial Planning for Women

The Importance of Financial Planning for Women

by Independent Financial Services | Jul 2, 2024 | Financial Planning

Financial planning is not always an exciting topic, but we all need to pay attention to it, especially women. In this article, we’ll delve into why financial planning is essential for women and how it can empower them to lead financially confident and...

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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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