Holly Donaldson
CRD Number: 2973141Current Firm: Holly Donaldson Financial Planning, LLC
Compensation Model: Fee Only
Holly Donaldson (CRD# 2973141) is an Investment Advisor Representative working at Holly Donaldson Financial Planning, LLC in St. Petersburg, FL and has 29 years of experience in the finance industry. Holly Donaldson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Holly also holds 2 master's degrees: an MBA in Finance and MIS (1996) and an M.A. in Economics (2007), both from the University of South Florida. Her 2013 book, The Mindful Money Mentality: How To Find Balance in Your Financial Future (available on her website, www.hollypdonaldson.com, or on Amazon.com and Kindle) was called a "great addition to an advisor's shelf, or a great gift for clients at a personal and financial crossroads," by NAPFA Advisor magazine.
Quoted in the Wall St. Journal, Money, Financial Advisor, and More magazines, Holly's area of specialty is the psychology of money. She regularly speaks to local, regional, and national groups on money decisions, behaviors, and conversations common to clients, their families, and their professionals.
A native of Tampa, Florida who studied in India, Holly enjoys cooking Asian cuisine, snowskiing, snorkeling, birding, and hiking in the woods. She has no kids, no pets, and all plants entrusted to her care have passed on.
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Company Name | Location | Dates | Years |
---|---|---|---|
Independent Insights Of Florida LLC | Tampa, FL | Oct 2006 - Current | 17 |
- FL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
FL
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