MNY x Raymond James! A Discussion with Jodi Perez and Alex Ezra

Name: MNY x Raymond James! A Discussion with Jodi Perez and Alex Ezra
Start: 2026-03-30T17:30:00-04:00
End: 2026-03-30T18:30:00-04:00
Location: Private Location (sign in to display)

by

Meeting Campus - Tampa Faculty First Year Students First-Generation Giveaways Graduate Indoors Juniors Non-Traditional Students Seniors Sophomores Staff Transfer Students

Mon, Mar 30, 2026

5:30 PM – 6:30 PM EDT (GMT-4)

Private Location (sign in to display)

1

Registered

Registration

Options	Sales Start	Sales End	Availability	Price
Option RSVP	Sales Start -	Sales End -	Availability Unlimited	Price FREE

Register

Details

a. Flyer for MNY x Raymond James! A Discussion with Jodi Perez and Alex Ezra

Join Mu Nu Upsilon for an engaging panel discussion featuring Jodi Perez, CFP®, CEPA®, President & CEO of Independent Financial Services, and Alexander Ezra, CFP®, CKA®, Financial Advisor with Independent Financial Services, an affiliate of Raymond James Financial Services.

With decades of combined experience in comprehensive financial planning, wealth management, business transition planning, and values-based advising, Jodi and Alex will share real-world insights into what it looks like to build and sustain a career in financial planning. The discussion will explore their professional journeys, client-focused planning philosophies, and the skills and mindset needed to succeed in today’s evolving financial services industry.

This event is ideal for students interested in financial planning, wealth management, and advisory careers who want to hear directly from experienced professionals working in the field.

Hosted By

MNY Mu Nu Upsilon Professional Co-Ed Fraternity | Website | View More Events