Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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2025 Investment Strategy Quarterly

2025 Investment Strategy Quarterly

by Independent Financial Services | Mar 12, 2025 | Markets & Investing

Letter from the Chief Investment Officer Come on Down! The Ten Themes of 2025 The past two years have been favorable for investors, with the economy and financial markets delivering all the right answers. As we step into 2025, it’s the new round, and this one...
Maximizing Returns: Sustainable Investment Strategies for Long-Term Growth

Maximizing Returns: Sustainable Investment Strategies for Long-Term Growth

by Independent Financial Services | Sep 24, 2024 | Markets & Investing

In the world of investing, the term “sustainable” often brings to mind environmental concerns. However, when we talk about sustainable investment strategies, we’re referring to approaches that can withstand market fluctuations and deliver consistent,...
The Entrepreneur’s Guide to Financial Planning in Tampa’s Dynamic Market

The Entrepreneur’s Guide to Financial Planning in Tampa’s Dynamic Market

by Independent Financial Services | Jun 28, 2024 | Financial Planning, Markets & Investing

Are you an aspiring entrepreneur ready to take on the bustling market in Tampa, Florida? Congratulations on embarking on this exciting journey! Tampa’s dynamic market offers entrepreneurs many opportunities, but you need a robust financial plan to navigate these...
Benefits of Collaborative Divorce for Couples in Tampa

Benefits of Collaborative Divorce for Couples in Tampa

by Independent Financial Services | May 21, 2024 | Business Ownership, Markets & Investing

Marriages begin with hopes of forever, but life sometimes takes us in unexpected directions. While there is no way of sugarcoating divorce, it doesn’t have to adversarial. Collaborative divorce offers a respectful approach for couples to reach agreements on their own...
Empowering Financial Planning Strategies for Business Owners

Empowering Financial Planning Strategies for Business Owners

by Independent Financial Services | Jan 25, 2024 | Business Ownership, Markets & Investing

Are you a business owner looking to preserve your financial future? Managing your business finances effectively is crucial, but it’s equally important to plan for your personal financial goals. In this article, we will explore empowering financial planning...
Crafting Your Financial Roadmap: The Importance of a Business Plan

Crafting Your Financial Roadmap: The Importance of a Business Plan

by Independent Financial Services | Jan 22, 2024 | Business Ownership, Markets & Investing

In today’s fast-paced business landscape, the key to a successful journey lies in having a well-defined roadmap. Just like planning a cross-country road trip, your business needs a map to navigate the twists and turns of the entrepreneurial highway. This map is...
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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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