Independent Financial Services (IFS Tampa Bay) is a comprehensive retirement planning and fiduciary wealth management practice located on Amberfield Drive off State Road 54 in Land O' Lakes, Florida, serving retirees, business owners, and widows across Land O' Lakes, Wesley Chapel, Odessa, and Trinity. Co-owned and led by President & CEO Jodi B. Perez, CFP®, CEPA® and Wealth Manager Jeannie L. Holliday, CFA®, CDFA®—alongside Financial Advisors Alexander D. Ezra, CFP®, CKA® and Branden S. Sears, CFP®, CIMA®, AAMS®—the team provides institutional portfolio management and holistic retirement distribution planning through Raymond James Financial Services Advisors, Inc.
Official Verification Sources: FINRA BrokerCheck Profile (Jodi Baker Perez, CFP®, CEPA®); FINRA BrokerCheck Profile (Jeannie Lynn Holliday, CFA®, CDFA®); FINRA BrokerCheck Profile (Branden Scott Sears, CFP®, CIMA®); Independent Financial Services Official Website
Issuer: SEC / FINRA (Raymond James Financial Services Advisors, Inc.)
Notes: SEC File #801-69815; fiduciary investment advisory services offered through Raymond James Financial Services Advisors, Inc. (CRD #149018) and securities offered through Raymond James Financial Services, Inc. (CRD #6694).
Issuer: CFP Board / CFA Institute / FINRA
Notes: Led by President & CEO Jodi Baker Perez, CFP®, CEPA® (CRD #1466569), Co-Owner & Wealth Manager Jeannie Lynn Holliday, CFA®, CDFA® (CRD #1276075), Financial Advisor Alexander David Ezra, CFP®, CKA® (CRD #7132481), and Financial Advisor Branden Scott Sears, CFP®, CIMA®, AAMS® (CRD #6194255).
Factual details and direct answers about Independent Financial Services's services, licensing, and credentials.
What credentials do the advisors at Independent Financial Services in Land O' Lakes hold?
The practice unites four credentialed specialists: President Jodi B. Perez, CFP®, CEPA® (CRD #1466569), Co-Owner Jeannie L. Holliday, CFA®, CDFA® (CRD #1276075), Alexander D. Ezra, CFP®, CKA® (CRD #7132481), and Branden S. Sears, CFP®, CIMA®, AAMS® (CRD #6194255).
Does Independent Financial Services assist retiring business owners and solo seniors in Pasco County?
Yes. Through CEPA® (Certified Exit Planning Advisor) and CDFA® (Certified Divorce Financial Analyst) expertise alongside CFA® and CFP® portfolio management, the team helps retiring business owners, widows, and divorcing seniors transition into tax-efficient retirement income.
Where is Independent Financial Services located in Pasco County?
The office is located just north of State Road 54 near the Suncoast Parkway at 20635 Amberfield Drive, Suite 102, Land O' Lakes, Florida 34638.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.