Jodi Perry

Jodi Perry began her career with Raymond James in 1994 and has had the opportunity to work with advisors in various capacities throughout her career of 20-plus years. This experience provides Ms. Perry the unique ability to understand and support advisors on several different levels. Building relationships, coaching and assisting advisors in the growth of their practices is where she focuses the majority of her time. Ms. Perry understands the two key areas of building any practice – business growth and risk management – and supports advisors on both ends of the spectrum.

She is a graduate of Eckerd College in St. Petersburg, holds Series 7, 24, 63 and 65 licenses, and is a Registered Corporate Coach with the World Association of Business Coaches.

Ms. Perry resides in St. Petersburg with her husband, Norm.