Independent Financial Services | Tampa, Land O Lakes, Wesley Chapel

PARTNERSHIP
Jodi and Jeannie know that 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.
FAMILY OFFICE
The team at IFS is all about “keeping it in the family.” We love working with multiple generations of families to help ensure appropriate financial decisions are made for everyone involved.
ASSET MANAGEMENT
Our team is dedicated to coordinating and overseeing your financial portfolio. We can analyze your financial needs and goals and create a practical, diversified strategy to help meet those goals.
DIVORCE
If you’re facing the challenges of divorce, you’ve come to the right place. Jeannie Holliday, a Certified Divorce Financial Analyst® (CDFA™) can assist you with your needs.
INSURANCE
Because insurance protects you from the unexpected, it plays a crucial role in your comprehensive financial plan. Through IFS, you have access to a wide array of quality insurance alternatives that can offer an important layer of safety for you, your family and you business.
INSTITUTIONAL
Raymond James conscientiously serves the needs of growth companies and the institutional and retail communities that invest in them.
SERVICE EXCELLENCE GROUP
Our customer service team is waiting to provide you with the best support and client service possible.

Disclaimer - Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC | Privacy Policy. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Securities are not deposits or obligations of the bank, not insured by the FDIC, bank insurance, or any other government agency, not guaranteed by First National Bank of Pasco, and are subject to risks, including the possible loss of principal. Independent Financial Services and First National Bank of Pasco are not registered broker/dealer(s) and are independent of Raymond James Financial Services, Inc., member FINRA / SIPC.

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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.