Holly P. Thomas| CFP®, MBA, MA
Holly P. Thomas, LLC
- Fee-Only Financial Services
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
- Hourly Planning Fee Structure
- High Net-Worth Clients
St. Petersburg, FL 33716
Tampa, FL 33614
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Holly Thomas is a St. Petersburg and Tampa, FL Fee-Only Financial Planner serving Tampa, St. Petersburg, Clearwater, and surrounding areas. Holly P. Thomas, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Holly Thomas is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Business Background: Holly has been a featured speaker on behavioral economics, finance, and the banking system, in diverse venues, from college classes to large groups of business owners. She has developed courses for instruction both at the university level and as CE for CPA’s. Holly recently published The Mindful Money Mentality: How to Find Balance in Your Financial Future (Porchview Publishing LLC, www.porchviewpublishing.com/book/, $17.95).
In 2006, based on her experience gained over 20 years as a corporate and private banker, Holly concluded that small business owners and successful executives often have substantial unmet needs for integrated personal and business financial plans. Holly has built her practice around providing these clients sophisticated financial planning and access to professionals who implement this integration. She wrote The Mindful Money Mentality for individuals and couples who lack confidence about their transition from earning and saving to spending and investing.
During her banking career, Holly was nominated by one of her clients and featured in Inc. magazine as a “Banker You’ll Love.”
Education: Holly holds 2 master’s degrees from the University of South Florida: an MBA in Finance and MIS (1998); and a Master of Arts in Economics (2007). She received her B.A. in Economics from Davidson College (1986). Holly has been a CFP® certificant since 2004.
Professional: Holly currently serves as NAPFA's Chair of the Leadership Development Committee. Holly’s other professional associations include the Tampa Bay Estate Planning Council (past Board Member), the National Speakers Association (Associate Member) and Toastmasters International (past Area Governor). She received recognition as a Distinguished Toastmaster (DTM) in May 2009. She is a 2006 graduate of Bob Pike’s Train-the-Trainer Boot Camp. She has trained sales professionals in public speaking at the Sandler Sales Institute in Tampa, Florida and has over 300 hours of professional sales training at the Institute. Her workshops and training now concentrate on learning to manage money conversations between husbands and wives; parents and kids; and clients and financial professionals.
Community: Holly has enjoyed volunteering as an Advisory Board member of the Tampa Independent Business Alliance, Junior Achievement, chairing the local United Way’s Audit Committee, and speaking on behalf of LifePath Hospice. Holly is a 2001 graduate of Leadership Tampa.
Personal: A Florida native who studied in India, Holly enjoys cooking Asian food. She occasionally scuba dives, snow skis, and picks at the piano. She has no kids, no pets, and all plants entrusted to her care have passed on.
How may we help you?
Our clients often come to us with very important concerns on their mind. For example:
- What if I outlive my money?
- How do I know how much is "enough" for me and my family?
- It feels as though my financial life has been put together piecemeal.
- I thought I was getting a relationship with a financial professional, but all I got was a transaction.
- I'm not sure my financial professional really understands my goals - or what I'm all about.
- How can I tell, exactly, what I'm spending to have my finances managed?
With 20 years in financial services, as well as an M.B.A., a Masters in Economics and a Certified Financial Planner designation, Holly built a practice by providing clients with sophisticated planning and access to proven professional teams.
As a fee-only financial planning practice, Holly P. Thomas, LLC receives no referral fees or commissions from third parties.