Business Background: In 2006, based on her experience gained over 20 years as a corporate and private banker, Holly concluded that successful professionals often have substantial unmet needs for integrated personal financial plans. Holly has built her practice around providing these clients sophisticated financial planning and access to professionals who implement this integration. During her banking career, Holly was nominated by one of her clients and featured in Inc. magazine as a “Banker You’ll Love.” 

She is the author of The Mindful Money Mentality: How to Find Balance in Your Financial Future (Porchview Publishing LLC, https://www.amazon.com/dp/B00GRDP0YA, $17.95). She wrote The Mindful Money Mentality for individuals and couples who lack confidence about their transition from earning and saving to spending and investing.

Holly Donaldson 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 continuing education for CPA’s. Her articles have been published in NAPFA Advisor magazine and the peer-reviewed Journal of Financial Service Professionals.

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 leads the West Florida Local Group for the National Association of Personal Financial Advisors. Her past professional volunteer service includes serving as Chair of NAPFA's Leadership Development Committee and Chair of NAPFA's South Region Board.  Holly’s other professional associations include the Tampa Bay Estate Planning Council (past Board Member), the National Speakers Association (past Associate Member) and Toastmasters International (past Area Governor). 

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, visiting the Rockies with her husband, Ken, and picking at the piano.  She has no kids, no pets, and all plants entrusted to her care have passed on.

Contact Information:

Phone:  813-781-8040