Holly Donaldson (AAMS, CFP®, MA, MBA)

Holly Donaldson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Clients of our firm may have one of these "top 10" concerns: 1) "I'm not sure my financial professional truly understands my goals." 2) "It bothers me that my financial life has been put together piece-meal." 3) "I'm afraid my estate plan might not reflect my wishes." 4) "Did my investment and insurance recommendations reflect my accountant's advice"? 5) "How much, exactly, am I paying to have my finances managed?" 6) "I thought I was getting a relationship with a financial professional, but all I got was a transaction." 7) "How much is enough for me and my family?" 8) "Help! I am now a trustee. Where do I start?" 9) "What if I outlive my money?" or 10) "Is it possible for me to control money, rather than letting it control me?"

Additional Information

Clients of our firm may have one of these "top 10" concerns: 1) "I'm not sure my financial professional truly understands my goals." 2) "It bothers me that my financial life has been put together piece-meal." 3) "I'm afraid my estate plan might not reflect my wishes." 4) "Did my investment and insurance recommendations reflect my accountant's advice"? 5) "How much, exactly, am I paying to have my finances managed?" 6) "I thought I was getting a relationship with a financial professional, but all I got was a transaction." 7) "How much is enough for me and my family?" 8) "Help! I am now a trustee. Where do I start?" 9) "What if I outlive my money?" or 10) "Is it possible for me to control money, rather than letting it control me?"

We work primarily on a project-based, fixed-fee basis. We do not touch our clients’ money or derive income from their investment channels. 

For those who want an ongoing advocate, Holly coordinates a client’s professionals: attorneys, bankers, investment managers, insurance agents, HR departments, charitable giving officers, and other links in the chain of her clients’ financial structure, recommending highly qualified and respected individuals and firms where appropriate. Holly receives no third-party compensation for referrals, and does not pay referral fees to other professionals.
 

NAPFA Start Date

May 14, 2007

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This Office

970 Lake Carillon Dr Ste 300 Saint Petersburg, FL 33716-1130 Phone: (813) 781-8040 Fax: (866) 416-2715