Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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Why Exit Planning Should Start Years Before You’re Ready to Sell

Why Exit Planning Should Start Years Before You’re Ready to Sell

by Independent Financial Services | Nov 25, 2025 | Financial Planning

Why Exit Planning Should Start Years Before You’re Ready to Sell Most business owners treat exit planning like they treat estate planning – something they’ll get around to eventually, maybe when retirement feels closer or health concerns arise. This...
Q: How can I give to international causes effectively while considering tax benefits and trusted partners?

Q: How can I give to international causes effectively while considering tax benefits and trusted partners?

by Laura Warneke | Nov 11, 2025 | Ask a Finance Nerd

A: Global giving is growing rapidly, with contributions to international affairs increasing by 21% over the past five years, according to Giving USA. This rise is largely due to greater awareness of global issues through social and news media, which fosters empathy...
Active vs. Passive Investing: Which Strategy Fits Your Goals?

Active vs. Passive Investing: Which Strategy Fits Your Goals?

by Independent Financial Services | Nov 4, 2025 | Markets & Investing

Active vs. Passive Investing: Which Strategy Fits Your Goals? The investment world has witnessed a massive shift over the past decade. Investors have moved billions of dollars from actively managed funds to passive index funds, fundamentally changing how Americans...

Recent Posts

  • Why Exit Planning Should Start Years Before You’re Ready to Sell
  • Q: How can I give to international causes effectively while considering tax benefits and trusted partners?
  • Active vs. Passive Investing: Which Strategy Fits Your Goals?
  • Building a Comprehensive Financial Plan: What to Include
  • Q: Why does having more wealth require more financial planning instead of less?

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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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