Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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Monday – Thursday: 9:00AM – 5:00PM | Friday 9:00AM – 4:00PM Eastern

CALL US: (813) 908-2701

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Call: (813) 908-201

Brianna Torres

Administrative Assistant, IFS
Marketing Coordinator, IFS

813-908-2701 ext. 1005

Brianna joined the IFS team in early 2025. As she breaks into the wealth management industry, her background in personal finance allows her to serve our clients, advisors, and team. Her faith allows her to use foundational principles in communication and relationship building. She hopes to become a financial advisor in the future and educate clients on how to meet their financial goals. Brianna will be using her strengths to maintain the IFS website, coordinate social media, prepare client communications and perform administrative tasks. 

Brianna will graduate with a Bachelor’s Degree in Personal Financial Planning from the University of South Florida in May of 2025. Passing the SIE (Securities Industry Essentials) exam and having three years of experience in financial services has allowed Brianna to grow in different sectors of the industry. She aspires to pass the Series 7 & 66 by the end of this year and wants to become a CERTIFIED FINANCIAL PLANNER® (CFP®) professional in the near future. She hopes to help individuals and families find financial peace.

As a local from the Tampa Bay area, Brianna loves to explore the local food and coffee scenes and maintain an active lifestyle. She enjoys reading and spending time with people and helping within the community.

 

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Independent Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.