Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors


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Kelly Bowe

Vice President, IFS
Branch Manager, RJFS

Kelly brings many years of client relations and operational experience to IFS. Since joining the team in 2015, her dedication to our clients is apparent in everything that she does. Kelly holds her Series 7, 24 and 66 licenses. With a Master’s Degree in Business Administration and 14+ years’ experience working within the financial industry, Kelly supports IFS by managing the overall operational efficiency of the branch office. Client satisfaction is a priority for Kelly, and she truly stands by the Golden Rule, treating our clients how she would like to be treated.

Kelly is a Florida native and loves the outdoors. With a softball background at St. Leo University, Kelly helps to coach her daughters’ softball teams.

Kelly’s enthusiasm, work ethic, and zest for life make her an invaluable member of the IFS team.