Jodi 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 Jodi 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 Jodi focuses the majority of her time. She understands the two key areas of building any practice – business growth and risk management – and supports advisors on both ends of the spectrum.
Jodi is a graduate of Eckerd College in St. Petersburg. She holds Series 7, 24, 63 and 65 licenses, and is a Registered Corporate Coach with the World Association of Business Coaches.
Jodi resides in St. Petersburg with her husband, Norm.