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In her nearly 30 years’ experience, Jeannie is a knowledgeable and dedicated financial advisor. She has clients in states across the country and uses her expertise by focusing on key areas such as retirement planning, small business solutions, women and investing along with divorce planning. Jeannie has a strong passion for helping people during all of their life stages and challenges.
Her extensive knowledge of accounting, equity analysis, fixed-income securities, economics, and portfolio theory was acquired through her designation as a Chartered Financial Analyst (CFA). Additionally, Jeannie is a Certified Divorce Financial Analyst™ (CDFA™). With this designation, Jeannie helps divorcing couples by developing comprehensive insight of the short and long term financial effects of divorce, which can save valuable time, money and distress, especially if the process is conducted early in the legal proceedings.
To keep apprised of the many nuances in her areas of expertise, Jeannie participates in many group practice and collaborative training sessions including those relating to Interdisciplinary Family Collaboration and Law Training, Next Generation Divorce, International Academy of Collaborative Professionals and the Institute for Divorce Financial Analysts. Jeannie is also an affiliate member of the Hillsborough County Bar Association and a member of the Pearl Society for Bay Legal.
Jeannie is the past-president and current member of the local chapter of the Network of Executive Women and a member of CFA Tampa Bay and the Network of Professionals, Inc. In addition, Jeannie helps high school and college students by employing interns at Independent Financial Services and speaking to finance students at the University of South Florida. Ms. Holliday is also on the Board of the Academy of Finance which prepares high school students for post-secondary education and careers through academic learning and hands-on work experiences.
In 2013, Raymond James recognized Jeannie 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.
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 grown to become a well-respected, widely recognized multinational firm with distinct business units that serve a variety of clients, from individuals and small business owners to municipalities and major corporations.
Jeannie and her business partner, Jodi Perez, are very involved in the communities they serve. Jeannie and Jodi are Co-Directors of the North Tampa/Pasco Chapter of Charity Chics. Charity Chics is a unique organization that brings 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 over $5,000 to local organizations including Dress for Success, PACE Center for Girls and Women-n-Charge to name a few.
In 2007, Jeannie joined forces with Jodi Perez, to create Independent Financial Services. Together, they form an experienced team full of knowledge. Jeannie and Jodi 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.
* * 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.