Jodi Perez was named to the 2025 edition of the Forbes list of Best-in-State Top Women Wealth Advisors
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The Importance of Updating Your Will in Tampa

The Importance of Updating Your Will in Tampa

by Independent Financial Services | Sep 2, 2025 | Uncategorized

When was the last time you looked at your will? If you’re like most Tampa residents, it’s probably been gathering dust in a drawer or safe deposit box for longer than you’d care to admit. While creating a will is a crucial first step in protecting...
The Importance of Retirement Planning for Women: Start Early!

The Importance of Retirement Planning for Women: Start Early!

by Independent Financial Services | Sep 19, 2023 | Uncategorized

Retirement planning is a vital part of financial security for women, allowing them to prepare for the future and have long-term stability. It can also be beneficial in helping women achieve their goals, such as pursuing a new career or taking time off to travel.  Here...
Take Steps for Mental Health for Women in Retirement

Take Steps for Mental Health for Women in Retirement

by Independent Financial Services | Jul 11, 2023 | Uncategorized

Retirement is often thought of as a time to relax and enjoy life, but for many women, it can be a challenging transition. With the loss of daily structure and social connections, retirement can lead to feelings of loneliness, boredom, and even depression. That is why...
What Is a Special Needs Trust?

What Is a Special Needs Trust?

by Independent Financial Services | Mar 3, 2022 | Estate & Giving, Uncategorized

Caring for a disabled child is usually not an easy task and can keep you constantly busy doing what it is you need to do to ensure your child’s basic needs are met on a daily basis. However, the financial needs of your disabled child is also an important concern you...
Does Military Service Come With Financial Benefits?

Does Military Service Come With Financial Benefits?

by Independent Financial Services | Feb 22, 2022 | Family & Lifestyle, Uncategorized

Love for one’s country is one of the main inspirations for people signing up for U.S. military service. Although patriotism is indeed a laudable reason in and of itself, there are also numerous personal financial benefits that can be gained by serving in the military....

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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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