Academic Credentials:
B.A., Economics, Davidson College, 1986
M.B.A., University of South Florida, 1998
M.A., Economics, University of South Florida, 2007
Professional Designation:
Certified Financial Planner™ (CFP®) designation, 2004
Professional Memberships:
Registered Member, National Association of Personal Financial Advisors, 2007 – present
Member, Suncoast Estate Planning Council, 2019 – present
Member, Financial Planning Association, 2011 – present
Member, Financial Therapy Association, 2019 – present
Leader, NAPFA West Florida Study Group, 2019 – present
Founder, NAPFA Project-Based Planners Mix Group, 2019 – present
Chair, NAPFA Leadership Development Committee – 2014 – 2017
Chair, NAPFA South Regional Board – 2013 – 2014
Professional Recognition:
Distinguished Toastmaster, Toastmasters International, 2009
Publications:
“You Might Want a Trust If….”, NAPFA Advisor, March 2020
“What To Say and How To Say It: Financial Planning at End of Life,” Journal of Financial Service Professionals, March 2017, Vol.71, No.2
Professional and Community Service:
- Tampa Bay Estate Planning Council, Past Board Member
- Community Foundation of Tampa Bay, Professional Advisory Committee, Past Member
- Child Abuse Council, Past Chair of Planned Giving Steering Committee; past Treasurer
- Highrisers Toastmasters, Past President
- Toastmasters International, Past Area 32 Governor
- H. Lee Moffitt Cancer Center Foundation, Planned Giving Committee, Past Member
- Florida Orchestra, Past Board Member
- United Way of Hillsborough County; Past Chair, Audit Committee
- Lifepath Hospice, Past Member, Speakers Bureau
Holly has been a featured speaker in diverse venues, from university classrooms to national conferences. Quoted in the Wall St. Journal, The Penny Hoarder column, InvestmentNews, Financial Advisor, Money, and More magazines, as well as Marotta on Money, Centsai.com, CNBC.com, and Headspace.com, her area of interest is the psychology of money and its effects on personal and professional relationships. Her 2013 book, The Mindful Money Mentality: How to Find Balance in Your Financial Future, was called “..a great addition to an advisor’s shelf, as well as a hugely valuable book for clients who are at a personal and financial crossroads” by NAPFA Advisor magazine.
Her free monthly e-letter, “The View from the Porch,” has received the All Star award from Constant Contact for its content every year since 2012.
Before starting a fee-only financial planning practice in 2006, Holly spent 21 years in banking, primarily with First Union/Wachovia (now Wells Fargo), where she served as a Senior Vice President in the Private Wealth Management division. During her banking career, she was nominated by one of her clients and featured in Inc. magazine as a “Banker You’ll Love.”
