Holly Donaldson, financial advisor Tampa FL

Holly Donaldson

CRD Number: 2973141
Current 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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Professional Designations
Company Name Location Dates Years
Holly P Thomas LLC Tampa, FL Sep 2006 - Current 14
Raymond James Trust Company St. Petersburg, FL May 2005 - Aug 2006 1
Wachovia Private Wealth Management Tampa, FL Aug 1996 - Apr 2005 8
First Union Bank, N.A. Tampa, FL Sep 1991 - Aug 1996 4
Southeast Bank, N.A. Miami, FL Sep 1986 - Sep 1991 5

Holly Donaldson has no recent exams reported.
Contact Info for Holly P. Donaldson
Phone Number:
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


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