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

Meet The Team

Jeannie Holliday, CFA, CDFA™

Named on the 2022 Forbes|Shook Top Women Wealth Advisors Best-in-State List
Partner, IFS | Senior Financial Advisor, RJFS

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Jodi Perez, CEPA, CFP® 

Partner, IFS
Senior Financial Advisor, RJFS

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Branden Sears, AAMS®, CFP®

Portfolio Technician, IFS 
Financial Advisor, RJFS

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Kelly Bowe

Vice President, IFS
Branch Manager, RJFS

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Pebbles Santana

Client Services Associate

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Eric Miller, CEPA

Project Manager, IFS
Financial Professional, RJFS

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Alexander Ezra, CFP®

Advisor, RJFS

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Rachel Peeler

Associate Advisor, RJFS

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Taylor Kelly

Client Services Associate, RJFS

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Tammi Shirar-Friskney

Marketing Coordinator, IFS
Registered Branch Associate, RJFS

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Martha Kirkpatrick

Human Resources Manager, IFS
Branch Associate, RJFS

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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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