With over 30 years’ experience, Jodi Perez has become a well-recognized financial advisor in the Tampa Bay area. With clients located in various states across the country, Jodi is one of those individuals who truly has a passion for helping people with concerns we all have, like retirement, paying for a child’s college education and planning in advance for our heirs or our aging parents.
Because of her dedication and service to her clients, Jodi was a Finalist for the BusinessWoman of the Year* in both 2012 and 2014. This prestigious award is sponsored by Tampa Bay Business Journal. In 2013, Raymond James recognized Jodi 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 an advisor and speaker she has been quoted in the Tampa Tribune and WFLA for financial advice in the Money Sense section. Jodi has also been a featured guest on Bay News 9.
Jodi and her business partner, Jeannie Holliday, are very involved in the communities they serve. Jodi and Jeannie 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, Women-n-Charge and United Way of Pasco to name a few. Jodi is a former member of the Central Pasco Chamber of Commerce as well as a board member of PACE Center for Girls Hillsborough.
As a Financial Advisor of Raymond James Financial Services, Jodi 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.
As part of her 30 years’ experience, Jodi was Vice President at a registered broker/dealer located in Tampa, FL and managed a team of 20 financial planning professionals. She has been a CFP® or CERTIFIED FINANCIAL PLANNER™ professional for 25 years and is a member of the Financial Planning Association.
In 2007, Jodi joined forces with Jeannie Holliday, to create Independent Financial Services. Together, they form a team full of knowledge. 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.
* The finalists for the BusinessWoman of the Year Awards were chosen by an independent panel of judges and selected for their significant achievements which positively impacted the business climate in the Tampa Bay Region. The Tampa Bay Business Journal is independent of Raymond James.
* * 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.