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Jeannie Holliday was named to Forbes Top Women Wealth Advisors Best-in-State 2022 list

Kelly Bowe

Vice President, IFS
Branch Manager, RJFS

kelly.bowe@raymondjames.com

813.908.2701 ext. 1003

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.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP®  in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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.

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