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Jodi Perry
President/Independent Contractor Division at Raymond James Financial Services
Professional Background
Jodi Perry is a distinguished leader in the financial services industry with extensive experience spanning various leadership roles within Raymond James Financial Services, a prominent investment company known for its comprehensive wealth management solutions. Throughout her remarkable career, Jodi has consistently demonstrated her ability to drive business development and engage in strategic planning, solidifying her reputation as a knowledgeable and highly respected professional.
From her humble beginnings at Raymond James Financial, where she served as a Pricing Supervisor, Jodi Perry worked her way up through the ranks to become the President of the Independent Contractor Division. Her journey reflects dedication and a deep understanding of financial services. As President, Jodi leads initiatives that assist independent contractors in maximizing their financial advisory practices. This role not only emphasizes her strong leadership skills but also her commitment to ensuring that independent financial advisors have the resources they need to succeed.
Prior to this, Jodi held the position of Regional Director, where she played a key role in driving regional strategies and fostering relationships with both clients and financial advisors. Her prowess in business development was further nurtured during her tenure as VP of Business Development; she enhanced the organization’s capabilities and fuelled its growth by securing valuable partnerships and opportunities. Jodi also served as an Internal Sales Manager in the Asset Management Services sector, where she worked closely with clients to understand their needs and tailor financial solutions to meet those needs effectively.
Education and Achievements
Jodi Perry pursued her educational credentials at Eckerd College, where she laid the foundation for her successful career in finance. The analytical skills and industry knowledge she gained during her studies have undoubtedly contributed to her remarkable ascent within Raymond James Financial Services. Jodi’s commitment to lifelong learning is evident as she continuously seeks to improve her skills and expand her knowledge base, thereby keeping pace with the ever-evolving financial landscape.
Achievements
Throughout her illustrious career, Jodi has accumulated a wealth of achievements that highlight her capabilities and commitment to excellence. Under her leadership, the Independent Contractor Division has expanded its reach and influence within the financial advisory community. Jodi's strategic vision and ability to foster strong relationships have led to significant improvements in business performance, all while ensuring that the needs of financial advisors are met comprehensively.
In addition, Jodi Perry’s influence on the culture of Raymond James Financial Services cannot be overstated. She has championed initiatives aimed at promoting collaboration, innovation, and integrity across the organization, ensuring that all staff feel valued and engaged in their work.
As the financial industry continues to evolve, Jodi remains at the forefront, adapting to new challenges and opportunities. Her expertise has made her a sought-after thought leader; she often shares her insights and perspectives on financial trends with peers and industry stakeholders. Jodi Perry exemplifies leadership in the financial services sector, continuing her unwavering commitment to empowering financial advisors and enhancing client service.
Tags
financial services
Raymond James
wealth management
business development
leadership
financial advisor
Eckerd College