Jacksonville Financial Planner

I am honored to be named to the Forbes Top Women Wealth Advisors Best-In-State for 2025. To be among the 2,436 women selected from 48,220 nominees is an accomplishment of which I am proud. I will continue serving my clients with the highest level of advice and service, that is in their best interest.

The 2025 Forbes ranking of Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025.
Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,220 nominations, 2,436 women 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. Compensation is provided for using the rating.
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 visit https://ift.tt/OfkvE7x for more info.
To reach Jeanie Taras, more information can be found at https://ift.tt/b1qIxt8 or by calling 904-348-5440.
About Forbes Top Women Wealth Advisors Best-in-State
The Forbes ranking of Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 9/30/23 to 9/30/24 and was released on 02/11/2025. Research Summary (as of February 2025): 48,220 nominations were received and 2,436 women won. 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 ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://ift.tt/OfkvE7x for more info.

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via Best Financial Advisor in Jacksonville
Taras Wealth Management
245 Riverside Avenue, Suite 500
Jacksonville, FL 32202
Phone:904.348.5440
https://ift.tt/b1qIxt8