fbpx

Meet The Team

Jeannie Holliday, CFA, CDFA™

Financial Advisor, Co-Owner of IFS

View Bio

Jodi Perez, CFP®

Financial Advisor, Co-Owner of IFS

View Bio

Branden Sears, AAMS®

Financial Advisor, Portfolio Technician

View Bio

Kelly Bowe

Vice President, IFS Branch Manager, RJFS

View Bio

Pebbles Santana

Client Services Associate

View Bio

Eric Miller

Paraplanner, Project Manager

View Bio

Alexander Ezra

Paraplanner, Branch Associate

View Bio

Tammi Shirar-Friskney

Paraplanner, Communications Specialist

View Bio

Taylor Kelly

Marketing Coordinator, Administrative Assistant

View Bio

Martha Kirkpatrick

Human Resources Manager

View Bio

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.

Copyright © 2020 Independent Financial Services

Created by Redfern Media