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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Monday – Thursday: 9:00AM – 5:00PM | Friday 9:00AM – 4:00PM

CALL US: (813) 908-2701

BOOK AN APPOINTMENT

Book An Appointment

Call: (813) 908-201

Taylor Campbell

Client Services Associate, RJFS

Taylor is our Marketing Coordinator and Administrative Assistant. She is currently pursuing her bachelor’s degree in Personal Financial Planning and studying to obtain her Series 7 licensing. Taylor came to us with a strong background in social media marketing and customer service. Taylor is passionate about providing clients with the best experience that IFS can offer.

Taylor is who you will speak to regarding back office paperwork, scheduling appointments and attending upcoming events. In Taylor’s spare time, she enjoys interior decorating, attending networking events, and reading.