Holly P. Thomas, LLC

Holly P. Thomas, LLC (CRD# 142098) is a financial advisory firm headquartered in Tampa, 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
  • Educational seminars/workshops
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.

FL

Financial Advisors at Holly P. Thomas, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Holly P. Thomas
CRD#: 2973141
2202 N. Westshore Blvd., Suite 200, Tampa, FL 33607
103
Wealthminder
score

Holly Thomas (CRD# 2973141) is an Investment Advisor Representative working at Holly P. Thomas, LLC in Tampa, FL and has 29 years of experience in the finance industry. Holly Thomas 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.hollypthomas.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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