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813.908.2701

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Jeannie Holliday was named to Forbes Top Women Wealth Advisors Best-in-State 2022 list

Customized Strategies Through Every Stage of Life.

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OUR CLIENTS

Women
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Business Owners
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Divorce
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Retirees
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What Makes Us Different

With more than 160 years of combined experience, we give our clients the individual attention and service they deserve.  At Independent Financial Services, we are a team of highly distinguished individuals, each with our respective specialties and certifications to help better serve various financial concerns. We pride ourselves in serving clients with devoted guidance and customized service.

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Jodi B. Perez, CFP®, CEPA
Partner, IFS |Senior Financial
Advisor, RJFS

Jeannie Holliday, CFA, CDFA®
Partner, IFS | Senior Financial
Advisor, RJFS
Forbes Top Women Wealth
Advisors Best-in-State

Jodi-Perez-2

Jodi B. Perez, CFP®, CEPA

Partner, IFS | Senior Financial Advisor, RJFS

Jodi earned her Bachelor’s Degree in Marketing from the College of Business Administration at the University of South Florida. As a CERTIFIED FINANCIAL PLANNER™, Jodi understands the complex intricacies of retirement planning, estate planning and portfolio analysis. As a member of the National Financial Planning Association, Jodi keeps abreast of all-important tax, retirement and investment updates and changes that may benefit her clients.

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Jeannie Holliday, CFA®, CDFA™

Partner, IFS | Senior Financial Advisor, RJFS
Jeannie earned her Bachelor‘s degree and MBA with a concentration in Finance from the University of South Florida. She is a Chartered Financial Analyst® (CFA®), a designation signifying her extensive knowledge of accounting, equity analysis, fixed-income securities, economics and portfolio theory.
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MEET THE REST OF THE TEAM
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Our Services Include…

Women Investors

Our team is dedicated to helping clients reach their financial goals through creating practical, customized strategies, from families to individuals through all stages of life.

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Business Planning

Have peace knowing we can help provide a streamlined plan to cover all your bases and ensure your assets last, so you can live the worry-free, abundant life you deserve. 

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Divorce

Have peace knowing we can help provide a streamlined plan to cover all your bases and ensure your assets last, so you can live the worry-free, abundant life you deserve. 

Learn More

Retirement Planning

Our team is dedicated to helping clients reach their financial goals through creating practical, customized strategies, from families to individuals through all stages of life.

Learn More

RESOURCE CENTER

The-Ultimate-Millennial-Money-Guide

The Ultimate Millennial Money Guide

Download
Women-Focused-Financial-Guide

Women-Focused Financial Guide

Download
Business-Owners-Financial-Freedom-Checklist

Business Owner’s Financial Freedom Checklist

Download
Most-Common-Retirement-Planning-Questions

Most Common Retirement Planning Questions

Download
VIEW MORE

Contact us to learn how we can help you prepare for the future.

20635 Amberfield Drive, Suite 102 Land O’ Lakes, FL 34638

ifs@raymondjames.com

p. 813.908.2701
tf. 888.811.1817
f. 813.909.0626

FINRA's BrokerCheck

Disclaimer – Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC | Privacy Policy. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not deposits or obligations of the bank, not insured by the FDIC, bank insurance, or any other government agency, not guaranteed by First National Bank of Pasco, and are subject to risks, including the possible loss of principal. Independent Financial Services and First National Bank of Pasco are not registered broker/dealer(s) and are independent of Raymond James Financial Services, Inc., member FINRA / SIPC.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP®  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of 7 years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Research Summary (As of February, 2022) 34,500 nominations were received, based on thresholds (9,850 Women) 18,465 Advisors were invited to complete the online survey. 13,549 Advisors were interviewed by telephone. 2,610 Advisors were interviewed in-person at the Advisors’ location and 1,203 were Advisor web based interviews. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes or Shook Research, LLC. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience.

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