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Jeannie Holliday

20635 Amberfield Drive
Land O'Lakes, Florida 34638
United States
Office Phone: 813-908-2701
http://www.ifstampabay.com
jeannie.holliday@raymondjames.com
Member since 2010
Membership Type: IACP

Profession(s)

Financial Professional

Jeannie Holliday, President, CFA, CDFA®

Jeannie Holliday is the co-owner of Independent Financial Services and has more than 30 years' experience in the financial services industry. She held an executive position with a national brokerage firm located in Tampa, FL, where she provided economic and investment specific advice to financial representatives. There, she was quoted in industry publications such as Bank Investment Marketing and Fund Marketing Alert.

Jeannie helps divorcing couples by developing a comprehensive insight of the short and long-term financial effects of divorce, saving valuable time, money and distress, especially if the process is conducted early in the legal proceedings.
Area(s) of Practice: Financial
License(s): Series 7, 24, 63, 65, as well as Florida Life, Health and Variable Annuity Insurance licenses

Professional Activities

Institute for Divorce Financial Analyst (Member) ~ International Academy of Collaborative Professionals (Member) ~ Network of Executive Women (Member and Past President) ~ CFA Tampa Bay (Member and Past Board Member) ~ Network of Professionals, Inc. (Member) ~ Hillsborough County Bar Association (Affiliate Member) ~ Dress for Success Tampa Bay (Past Board Member)

Undergraduate Education

University of South Florida, Tampa, B.S. in Interdisciplinary Social Sciences, 1978

Postgraduate Education

University of South Florida, Tampa, MBA with an emphasis in Finance

Professional Education

Chartered Financial Analyst (CFA) designation in 1989
Certified Divorce Financial Analyst® (CDFA®) in 2006

Comments

I help divorcing individuals establish a plan for the future so they can achieve long-term financial security. First, I clarify their financial picture, explain the options and help them make informed decisions. The collaborative process often requires the work of a neutral financial professional trained in divorce issues. Divorce can be complicated and it's important people understand the long-term implications of financial settlement options.