Jeannie Holliday, CFA, CDFA™
Named on the 2022 Forbes|Shook
Top Women Wealth Advisors Best-in-State List
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. Additionally, Jeannie is a Certified Divorce Financial Analyst™ (CDFA™). With this designation, Jeannie helps divorcing couples by developing comprehensive insight of the short- and long-term financial effects of divorce.
In her free time, Jeannie enjoys spending time at her condo on the beach with friends and family, as well as being an avid sports fan! She is involved in Fantasy Football, NASCAR, and has been a season ticket holder for the Tampa Bay Buccaneers since 1977 — Go Bucs! Jeannie and her husband are the proud owners of a misbehaved cat named Johnny Cash Holliday, who some might consider slightly overweight, but still a “perfect feline specimen” nonetheless — the vet said so!
Jeannie is a member and past President of the Network of Executive Women and board member of Network of Professionals, Inc. She is a past board member of Dress for Success Tampa Bay. She is also a member of Next Generation Divorce and CFA Tampa Bay. Her professional registrations include: Series 7, 24, 63, 65, as well as Florida Life, Health & Variable Annuity insurance licenses.
Jeannie strives to provide quality, objective financial advice when working with clients. Her licenses and professional registrations give her the opportunity to offer a complete range of possible investment solutions for clients to consider. Having access to such a large variety of investment alternatives allows Jeannie to deliver a higher level of sophistication and customization in the financial plans she builds for her clients.
In 2013, Raymond James recognized Jeannie as a Woman of Distinction. This honor was created to recognize women advisors who both influence others in the financial industry and who make a positive impact on their communities.
As a Financial Advisor of Raymond James Financial Services, Jeannie has access to the incredible resources of one of the largest financial services companies. Raymond James has grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
Jeannie and her business partner, Jodi Perez, are very involved in the communities they serve. Jeannie and Jodi are Co-Directors of the North Tampa/Pasco Chapter of Charity Chics. Charity Chics is a unique organization that brings women together who want to combine marketing, philanthropy and networking in the Tampa Bay area. Since its charter in April 2013, their Chic Chapter has donated over $20,000 to local organizations including Dress for Success, PACE Center for Girls and Women-n-Charge to name a few.
In 2007, Jeannie joined forces with Jodi Perez, to create Independent Financial Services. Together, they form an experienced team full of knowledge. Jeannie and Jodi know that in this day and age, the old adage, “two heads are better than one” is critical when it comes to offering professional and knowledgeable financial advice.
The recipients are nominated by top management at Raymond James, Recipients were nominated by their regional sales managers and represent each of the firm’s regions and divisions. To qualify, nominees must: 1) be members of their broker/dealer’s recognition councils, 2) have shown exceptional leadership by mentoring those around them, and 3) have a long history of community involvement that is beyond a financial commitment, such as serving as an active volunteer, board member or local representative, and the award is presented during the annual Women’s Symposium held in St. Petersburg, FL.
Raymond James is not affiliated with Charity Chics.