Holly P. Thomas, MBA, CFP®
Tampa, Florida Financial Planner

Holly P. Thomas, LLC was formed in 2007 to provide fee-only financial analysis, planning and education.  We do not touch our clients' money but help them strategize and integrate their business and personal finances. We sell no products other than the product of our own expertise, experience and creativity in helping our clients reach their goals.  Like other NAPFA members, Holly P. Thomas, LLC is a fee-only financial advisor, receiving no referral fees or commissions from third parties.  Taking that commitment a step further, we do not invest clients' money directly but work with them to pull together all the pieces as they exist today. With a clear picture of where a given client is now, the next step is to help identify specific and measurable goals, both personal and financial, then construct a plan and build a team to execute that plan.  That team of professionals might include an expert on investments of various kinds, as well as insurance professionals, one or more attorneys and any others needed to ensure that the plan is implemented and follows the strategy laid out with my client. We contact these professional teams to answer questions and support our clients' commitment to his or her financial plan.  Our  fee-based practice provides a unique opportunity to recommend outstanding practitioners without regard to referral fees or commissions.  Our clients pay to create the strategy and make sure it is executed.  This approach enables our clients to feel confident and to have trust in our ability and commitment to help them achieve their goals.  Many individuals and families have no idea how their financial advisor is paid.  That's a question that should be asked early in the conversation, and we are pleased that our clients understand our approach and find that it works well for them.  Their strategy is not piecemeal, they don't have to find and deal with a disparate group of professionals.  It is clear, well orchestrated and updated as needed as the client moves closer to his or her goals. Prior to forming Holly P. Thomas, LLC, Holly built a career in financial services, primarily at Wachovia Bank where she was a Senior Vice President.

Credentials:

  • B.A., Economics, Davidson College, 1986;
  • M.B.A., University of South Florida, 1998;
  • M.S., Economics, University of South Florida, 2007
  • Certified Financial Planner™ (CFP®) designation, 2004 
  • Distinguished Toastmaster (DTM), Toastmasters International, 2009
  • Registered Member, National Association of Personal Financial Advisors, 2007
Featured Speaker at: National Conference of the Alliance of Cambridge Advisors on "No One Saw It Coming" (Economic update speaker)  - October 2009 Sunshiners Rotary on "Risky Business" (March 2008) Downtown Tampa Rotary on the Fed and the banking system (February 2008) South Tampa Chamber of Commerce on "Risky Business - Remaining Rational when making decisions about Risk" (February 2008) LifeLink Volunteers meeting on public speaking (June 2007) The Tampa Club monthly luncheon on the Residential vs. Commercial Real Estate Market (Nov. 2006) In the News:  August 2010 - Holly was interviewd by Wall Street Journal's Financial Adviser blog reporter, Zack Anchors, on the "Primacy of Estate Planning."  See the full article here. Investment News email newsletter (February 2008) Financial Advisor magazine (January 2008) More magazine (November 2007
   

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