Design & Construction Innovations, 20625 Amberfield Dr, Land O Lakes, FL 34638, US

Raymond James in Land O Lakes, FL is a highly distinguished financial services firm with over 160 years of combined experience. Their team of experts, including Jodi B. Perez and Jeannie Holliday, provide individualized attention and customized strategies to help clients achieve their financial goals. With specialties in retirement planning, estate planning, and portfolio analysis, they offer devoted guidance and comprehensive service to women investors, business owners, divorcees, and retirees. As Forbes Top Women Wealth Advisors, Jodi B. Perez and Jeannie Holliday bring extensive knowledge and expertise to their roles as partners and senior financial advisors at Independent Financial Services. Jodi, a CERTIFIED FINANCIAL PLANNER, stays up-to-date with tax, retirement, and investment updates to benefit her clients, while Jeannie, a Chartered Financial Analyst, possesses a deep understanding of accounting, equity analysis, and portfolio theory. Together, they lead a team that is dedicated to creating practical and customized strategies for clients at every stage of life.Generated from the website

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