Independent Financial Services Announces New Relationship With Raymond James Financial Services
Previously, IFS was a member of Investment Centers of America Inc.
Effective immediately, the professionals at Independent Financial Services (IFS) changed their broker/dealer affiliation to Raymond James Financial Services, Inc., one of the nation’s premier investment and financial planning firms. Previously, IFS was a member of Investment Centers of America Inc.
“We decided to join Raymond James because they will enable us to leverage the numerous services and financial solutions of one of the country’s largest financial services firms in ways that will directly benefit our clients,” said Jeannie Holliday, co-owner of Independent of Financial Services. “We truly believe that this change will only enhance the one-on-one service and support our clients have come to expect from us.”
“Not only is Raymond James Financial Services one of the nation’s premier investment and financial planning firms, it is right down the road in St. Petersburg,” said Jodi Perez, co-owner of Independent Financial Services.
The professionals at Independent Financial Services provide a variety of financial services to their clients, including comprehensive financial planning, ongoing active money management and investment management. As an all-women firm, our advisors specialize in four key areas: women and investing, retirement planning, divorce planning and small business solutions.
Financial Advisors, Jeannie Holliday, CFA, CDFAÔ and Jodi Perez, CFPÒ, founded Independent Financial Services in Tampa, Florida in 2007 after both having previously owned and operated their own firms separately. There is over 100 years of combined experience among its dedicated staff.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Securities are not deposits, not insured by FDIC 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 independent of Raymond James Financial Services.