Jeannie Holliday, CFA, CDFA®
Named on the 2023 Top Best-in-State Women Wealth Advisors List by Forbes
Senior Financial Advisor, RJFS
In 2013, Raymond James recognized her 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.
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, she helps divorcing couples by developing comprehensive insight of the short- and long-term financial effects of divorce.
In 2007, Jeannie joined forces with Jodi Perez, to create Independent Financial Services. Together, they form a formidable team full of experience and knowledge. They know 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.
Jeannie and Jodi are very involved in the communities they serve. They are Co-Directors 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 April 2013, their Chic Chapter has donated nearly $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.
Jeannie is a member and past President of the Network of Executive Women and a past board member of Dress for Success Tampa Bay. Additionally, she is 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.
In her free time, she enjoys being involved in Fantasy Football, watching the Rays 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 is still a “perfect feline specimen” nonetheless — the vet said so!
The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 02/04/22 to 09/30/22 and was released on 02/02/2023. Research Summary (As of February, 2023) 38,314 nominations were received and approximately 1,700 women won based on thresholds. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/?sh=5ff01eb71d11 for more info.
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 Financial Services is not affiliated with the above independent or charitable organizations.