Janet Nichols, CFP®

Managing Director, Senior Vice President, Investments

Janet’s mission is to serve as an intelligent, intense and passionate advocate for her clients. Her goal for each of them is a rewarding life that balances savings and experiences, and a comfortable retirement.

Not only does Janet have more than 30 years of experience as a financial services professional, she grew up in the industry. Her stepfather was a financial advisor, and she began interning for him in 1981 at the age of 18, continuing to work in the business while attending college.

Janet holds licenses for securities, commodities, life and health insurance and specializes in comprehensive financial planning, including retirement income planning, estate and tax planning, education funding and risk management. She has completed Raymond James’ Institute of Investment Management Consulting; in addition, since 1988 Janet has been a CERTIFIED FINANCIAL PLANNER™ practitioner, a credential that demonstrates her commitment to professionalism. CFP® certification is a rigorous, voluntary process that includes highly demanding education, examination, experience and ethical requirements.

She is a member of Raymond James prestigious Chairman’s Council for 2017, which recognizes the firm’s most successful advisors. Before joining Raymond James, Janet served as a Senior Vice President with Smith Barney, where she was also a member of the firm’s Chairman’s Council.

Janet is very active in her community and has a special interest in international affairs. She has served as a director and officer of the United Nations Association of Tampa Bay, as a director of The Tampa Club, Inc., as a member of Women’s Leadership of the United Way of Tampa Bay, as a board member and a trustee for the Florida Museum of Photographic Arts (FMOPA), and has been involved with numerous other charitable and civic organizations.

Currently, Janet is a member of the Society of International Business Fellows, the Tampa Bay Area Committee on Foreign Relations, and the Florida Advisory council of the U.S. Global Leadership Coalition. A graduate of USF’s College of Business, she remains involved with the university and is currently a member of USF’s Dean’s Advisory Council.

Janet has established a clinical program in Treasure Beach, Jamaica, that brings nurses, doctors and medical students to a rural community each year to perform medical services. For this and for her other efforts in the Caribbean, Janet was awarded the 2010 Presidential Achievement Award by the Hillsborough County Osteopath Society. In 2011, she took USF’s Honors College students to Jamaica for their annual international service trip, and in 2013 the Society of International Business Fellows presented her with the James D. Cockman Humanitarian award. In 2014, Janet was awarded the Raymond James Network for Women Advisors "Women of Distinction Award", which recognized women who give back to their communities and serve as mentors and role models within the firm.

Janet is a multigenerational Tampa native. She, her husband, Erik, and children, Ivan, Alyssa and Galina, live in South Tampa. When not working with clients or filling her many civic and volunteer roles, she enjoys reading, international travel, and entertaining.

Chairman’s Club membership is based mainly on assets under management, education, credentials and fiscal year production. Requalification is required annually. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.

The Woman of Distinction Award is designed to recognize a woman advisor that has served as a role-model to other advisors or service associates in her branch or the industry. Through mentoring and coaching, she's supported the professional growth of women by sharing her experiences, knowledge, ideas and feedback. In addition to these qualities, nominations should also include a woman who is actively involved in her community through volunteer hours, and board participation. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisor's future performance. No fee is paid in exchange for this award/rating.

CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.