Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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Q: What’s the best way to protect yourself from cyberattacks?

Q: What’s the best way to protect yourself from cyberattacks?

by Laura Warneke | Jul 29, 2025 | Ask a Finance Nerd

A: Cyberattacks are the fastest-growing crime in the U.S., and staying cyber savvy is your best defense. Start by using strong, unique passwords that are at least 12 characters long and include a mix of uppercase and lowercase letters, numbers, and symbols—avoid using...
Tampa’s Thriving Tech Scene: Opportunities for Business Owners

Tampa’s Thriving Tech Scene: Opportunities for Business Owners

by Independent Financial Services | Jul 22, 2025 | Business Ownership

Tampa is no longer just beaches and sunshine. It’s rapidly becoming one of America’s most exciting tech hubs. With palm trees on one side and cutting-edge startups on the other, the city has transformed into a powerhouse of innovation that’s...
Q: How can asset-based long-term care insurance support a secure and flexible retirement plan?

Q: How can asset-based long-term care insurance support a secure and flexible retirement plan?

by Alex Ezra | Jul 15, 2025 | Ask a Finance Nerd

A: As people live longer, planning for extended retirement years becomes more important. Nearly 70% of adults over 65 will need some form of long-term care, and traditional health insurance or Medicare often doesn’t cover services like in-home care, assisted living,...
How Florida’s No State Income Tax Policy Affects Your Financial Planning

How Florida’s No State Income Tax Policy Affects Your Financial Planning

by Independent Financial Services | Jul 8, 2025 | Financial Planning

Imagine getting your paycheck and keeping every dollar – at least from the state tax collector. That’s the reality for Floridians, who enjoy one of the most distinct financial advantages in the country: no state income tax.  This policy is a fundamental feature...
Q: What should investors consider when exploring franchise ownership?

Q: What should investors consider when exploring franchise ownership?

by Rachel Peeler | Jul 1, 2025 | Ask a Finance Nerd

A: Franchising can be a rewarding path to business ownership, offering a balance between starting from scratch and buying an established business. It provides access to a proven model, brand recognition, and operational support, which can significantly lower the...

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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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