Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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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...
How Transition Planning Can Help Business Owners

How Transition Planning Can Help Business Owners

by Independent Financial Services | Mar 19, 2024 | Business Ownership, Economy & Policy

Strategizing for changes in business leadership is a vital but often neglected aspect of effective business management. Whether you are the proprietor of a small enterprise or you oversee a large corporation, having a transition plan in place can make all the...
Risk Management Essentials for Tampa’s Business Owners

Risk Management Essentials for Tampa’s Business Owners

by Independent Financial Services | Mar 12, 2024 | Business Ownership, Economy & Policy

Running a business in the vibrant city of Tampa can be an exhilarating journey. The sunny weather, cultural diversity, and thriving economy make it an attractive hub for entrepreneurs. However, like any other place, Tampa is not immune to risks that can affect your...
The Benefits of Diversifying Revenue Streams

The Benefits of Diversifying Revenue Streams

by Independent Financial Services | Dec 5, 2023 | Economy & Policy

In today’s rapidly changing economic landscape, businesses need to adopt new strategies to stay relevant and financially viable. A crucial strategy every business should consider is diversifying their revenue streams. Varying your channels of cash flow entails...
Quarterly Investment Strategy October 2023

Quarterly Investment Strategy October 2023

by Independent Financial Services | Oct 18, 2023 | Economy & Policy

You’re an astute investor who wants to stay ahead of the curve. We understand that deciphering the markets can be difficult, which is why we’ve created our Quarterly Investment Strategy. In this report for October, you’ll read more about redefining...
How Does Fixed Income Work

How Does Fixed Income Work

by Independent Financial Services | May 2, 2023 | Economy & Policy

Fixed income is a type of investment popular among investors who seek a steady and predictable return on their investment. The term “fixed income” refers to investments paying a fixed rate of interest, typically on a regular schedule, such as monthly or...
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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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