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Jeannie Holliday, CFA, CDFA®

Named on the 2022 Forbes|Shook
Top Women Wealth Advisors Best-in-State List

Partner, IFS
Senior Financial Advisor, RJFS

With over 35 years of experience in the financial services industry, Jeannie has the in-depth knowledge and experience to deliver a higher level of sophistication and customization in the financial plans and investment advice she provides. 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 become a well-respected, widely recognized multinational firm serving a variety of clients, from individuals and small business owners to municipalities and major corporations.

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 and PACE Center for Girls, to name a few. 

Jeannie was named to the 2022 Forbes|Shook Top Women Wealth Advisors Best-in-State List for Florida. This ranking is developed by SHOOK Research which scours the financial services industry—banks, brokerages, custodians, insurance companies, clearing houses and others for nominations. SHOOK accepts advisors who meet pre-determined minimum thresholds and acceptable compliance records. 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 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 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 is still a “perfect feline specimen” nonetheless — the vet said so!

 

 

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.

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.