Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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The Future of Financial Planning: Embracing Technology and Innovation

The Future of Financial Planning: Embracing Technology and Innovation

by Independent Financial Services | Jun 24, 2025 | Financial Planning

In an era where artificial intelligence manages our smart homes and self-driving cars navigate our streets, the landscape of financial planning stands at a fascinating crossroads. Technology has transformed how we interact with money. from contactless payments to...
I’m retired. How can I keep my savings working for me?

I’m retired. How can I keep my savings working for me?

by Branden Sears | Jun 17, 2025 | Ask a Finance Nerd

Q: I’m retired. How can I keep my savings working for me? A: You’ve spent many years saving in preparation for retirement. Now that you’ve arrived, there are still decisions to be made regarding how to turn your retirement savings into retirement income. Just because...
Navigating Divorce: Financial Considerations and Planning

Navigating Divorce: Financial Considerations and Planning

by Independent Financial Services | Jun 10, 2025 | Financial Planning

The end of a marriage marks more than just an emotional transition – it represents a complete restructuring of your financial world. Like a house undergoing renovation, divorce requires careful dismantling of joint finances before you can begin building your new...
What’s the single most important mistake investors make during an election year?

What’s the single most important mistake investors make during an election year?

by Laura Warneke | Jun 3, 2025 | Ask a Finance Nerd

Q: What’s the single most important mistake investors make during an election year? A: Before answering that question, it’s critical to keep one thought in mind: According to Capital Group/American Funds, “Over the long term, going as far back as the 1930s, U.S....

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  • I’m retired. How can I keep my savings working for me?
  • Navigating Divorce: Financial Considerations and Planning

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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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