Jeannie Holliday, CFA^®, CDFA^®

Wealth Manager, RJFS

Jeannie is a dedicated and experienced wealth manager with over 4 decades in the financial services industry. She has the in-depth knowledge and expertise to deliver a higher level of sophistication and customization in the financial plans and investment advice she provides.

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, she helps divorcing couples by developing comprehensive insight of the short- and long-term financial effects of divorce. Jeannie has access to the wide-ranging resources and exceptional research of one of the largest financial services companies, Raymond James. 

As a well-respected and widely recognized multinational firm, Raymond James has expanded through the years to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services. Jeannie’s professional registrations include Series 7, 24, 63, 65 and Florida Life, Health & Variable Annuity insurance licenses. She earned her bachelor‘s degree and MBA with a concentration in Finance from the University of South Florida.

For eleven years, Jeannie was Co-Director of the North Tampa Pasco Chapter of Charity Chics. Charity Chics is a unique organization bringing women together who want to combine marketing, philanthropy, and networking in the Tampa Bay area. Since its charter in 2013, this Chic Chapter donated over $30,000 to local organizations including Gulfside Hospice, Sunrise of Pasco County, Dress for Success Tampa Bay and PACE Center for Girls, to name a few. She is a member of Next Generation Divorce and CFA Tampa Bay.

In her free time, she enjoys being involved in Fantasy Football, watching the Rays and has been a Tampa Bay Buccaneers fan 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 is still a “perfect feline specimen” nonetheless — the vet said so!

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Independent Financial Services is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James Financial Services is not affiliated with the above independent or charitable organizations.