Janet Nichols, CFP®Managing Director, Senior Vice President, Investments
Janet and her partners currently oversee one of the largest wealth management teams nationally within Raymond James and Associates, Nichols Geegan King Family Wealth Advisors of Raymond James. Her practice specializes in comprehensive financial planning, including retirement income planning, estate and tax planning, education funding and risk management. Janet has more than 35 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, including being recognized four times by Barron's as being one of the top female financial advisors in the US, and in 2018 being named by Forbes as one of the top advisors in the country. 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 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 serves as vice-chair and on the general and endowment boards for the Tampa Bay History Center, as well as on the Dean's Advisory Council at the University of South Florida, where she is an active alumnus. She is also 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 US Global Leadership Coalition.
More than a decade ago, Janet 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, and is currently in the process of working with the Jamaican Ministry of Health to establish a full-time community clinic there. For this and for her other humanitarian work 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 their highest honor, the James D. Cockman Humanitarian award.
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.
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.
Source: Barron's "Top 100 Women Financial Advisors," 2014, 2015 and 2016 Barron's is a registered trademark of Dow Jones & Company, L.P. All rights reserved. The rankings are based on data provided by over 4,000 individual advisors and their firms and include qualitative and quantitative criteria. Data points that relate to quality of practice include professionals with a minimum of 7 years financial services experience, acceptable compliance records (no criminal U4 issues), client retention reports, charitable and philanthropic work, quality of practice, designations held, offering services beyond investments offered including estates and trusts, and more. Financial Advisors are quantitatively rated based on varying types of revenues produced and assets under management by the financial professional, with weightings associated for each. Investment performance is not an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients' risk tolerance than by an advisor's investment picking abilities. 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. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.
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.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, 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 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of an individual client’s 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.
Raymond James & Associates, Inc. is not affiliated with and does not endorse independent organizations or charities named herein.