Holly Donaldson Financial Planning, LLC

Holly Donaldson Financial Planning, LLC (CRD# 142098) is a financial advisory firm headquartered in Seminole, FL. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Holly Donaldson Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Holly P. Donaldson
CRD#: 2973141
Seminole, FL

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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