Janet Nichols, CFP®
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 39 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. She was recognized in 2018, 2019 and 2020 by Barron's as being one of the top female financial advisors in the US, and in 2018, 2019 and 2020 she was named to the annual Forbes list of Top Advisors by State. In 2019 was named a “Businesswoman of the Year” by Tampa Bay Business Journal. She also currently serves on Raymond James’ Women’s Advisory Board, and within the firm’s mentoring program under the Women’s Leadership Alliance.
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), as has been involved with numerous other charitable and civic organizations. Currently Janet serves Board Chair 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 and the Tampa Bay Area Committee on Foreign Relations.
Janet is a multigenerational Tampa native. She and her husband, Erik, live in South Tampa, and have three adult children. When not working with clients or filling her many civic and volunteer roles, she enjoys reading, international travel and entertaining.
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, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and 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 32,000 nominations, more than 4,000 advisors received the award. This ranking is not indicative of 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 visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Raymond James & Associates, Inc. is not affiliated with and does not endorse independent organizations or charities named herein.