Janet and her partners currently oversee one of the largest wealth management teams nationally within Raymond James & Associates, NGK Family Wealth Advisors of Raymond James. Their practice specializes in comprehensive financial planning, including retirement income planning, estate and tax planning, charitable giving strategies, lending and risk management. Janet has more than 40 years of experience in financial services and has been a CERTIFIED FINANCIAL PLANNER® practitioner since 1988, 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. Janet has been consistently recognized both within her firm and within her industry for her leadership and the quality of her practice. Her team has been recognized in both 2023 and 2024 as a Best-in-State Wealth Management Team by Forbes—additionally, Janet has been named a Forbes Best-in-State Wealth Advisor for 2024, marking seven consecutive years as a Forbes Best-in-State Wealth Advisor. Additionally, Janet has completed the rigorous process to become a Private Wealth Advisor, and with TJ recently completing the process, NGK is one of the few Raymond James practices in the country with two advisors who are both Private Wealth Advisors and Certified Financial Planners,
Janet has been active in various mentoring roles within her firm and is also very involved in the Tampa Bay community. Currently she serves on the general and foundation boards of the Tampa Bay History Center, after serving as Board Chair from 2020 to 2022. She is a longtime member and serves on the host and selection committees for the Tampa Bay Area Committee on Foreign Relations. Janet has also been a member of the Society of International Business Fellows since 2006, and previously served that organization as Florida state chair, and on the national board.
Janet is a multigenerational Tampa native. She and her husband, Erik live in South Tampa. When not working with clients or filling her many civic and volunteer roles, she enjoys reading, international travel and entertaining, as well as spending time with her grandson Elijah.
Private Wealth Advisor is a designation awarded by Raymond James to financial advisors who have demonstrated mastery in anticipating and managing the expansive financial needs of high-net-worth individuals, families and organizations.
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The Forbes Best-In-State Wealth Advisors 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,990 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
The 2024 Forbes ranking of America’s Best-in-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2022 to 3/31/2023 and was released on 01/09/2024. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 10,100 team nominations, 4,100 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.