Meet Jeannie Holliday CFA, CDFA, Financial Advisor, and co-owner of Independent Financial Services in Land O’ Lakes, Florida. Jeannie has a passion for guiding individual’s through all financial milestones of life, from creating a financial plan to prepare for retirement to piecing together assets through a divorce. Jeannie has worked in the financial services industry since 1982. She began her journey at Invest, where she met Jodi Perez. They joined forces in 2007 to create Independent Financial Services. Jeannie is very involved in the communities she serves. She is a Co-Founder of Charity Chics North Tampa/Pasco and an active member of Network of Executive Women, Next Generation Divorce and CFA Tampa Bay. Her professional registrations include: Series 7, 24, 63, 65 as well as Florida Life, Health & Variable Annuity insurance licenses.
When Jeannie is not helping clients plan for financial goals, you will likely find her at the Raymond James Stadium cheering on the Tampa Bay Buccaneers. She and her husband Chris have had Bucs season tickets since the 1970s and hardly miss a game. Jeannie has a passion for traveling. She loves to explore the beaches of the Florida coast and she visits New York at least once a year. She actually has a condo on an island! Eventually she would like to cruise around the world. She starts her mornings watching “The Today Show.” She has one pet, a not so sweet cat named “Johnny Cash.” Many people don’t know that while in high school, Jeannie twirled batons lit with fire! She would agree that yes, it is in fact as scary as it sounds!
Jeannie’s favorite quote:
“Be fearful when others are greedy. Be greedy when others are fearful.” – Warren Buffett
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