Holly Donaldson, CFP®


St. Petersburg, FL

Meets Virtually:

Meets In-Person:

Accepting New Clients:

Fee Models
  • One Time Fee


  • Hourly


Typical Fee (Computed Monthly) *
Ideal Clients
  • Pre-Retirees
  • Widows/Widowers
  • Artists/Creatives
  • Educators
  • Government Employees
Areas of Specialization
  • Employee Benefits
  • Retirement
  • Estate Planning
  • Tax Strategies
  • Social Security

Trusting a financial advisor requires more than credentials. I have them, I’m proud of them, and you can see them below. But being able to trust and work with someone on matters of great importance is another matter.

In a recent newsletter, I talked about the piggy bank I had when I was growing up. I dutifully kept my quarters and JFK half-dollars in it. When I asked my parents for something that they thought I should pay for, they would say, “Holly, if you want that, you know you can always break your piggy bank.” I hated that thought. Each time I thought about “breaking the bank” to buy something I wanted, I weighed it against what would happen to my piggy bank.

Although I didn’t realize it at the time, I was learning a powerful lesson about the value of choices. I still wanted the latest toy the TV ads put in front of me. But I wanted my piggy bank more.

Over time, my awareness of money evolved into an interest in economics – piggy banks on the grand scale. I learned about the difference it made in individual lives when people chose wisely. And after many years of working with clients of a major bank, I discovered that I had a genuine passion for helping people put all the important pieces of their financial lives on the table, then working with them and other professionals to help identify and achieve their dreams.

I'm honored to have taught fellow advisers in the U.S. about subjects that are passionate to me. I also believe that there is always more to learn.


B.A. Economics, Davidson College, Davidson, NC, 1986

MBA, University of South Florida. Tampa, FL, 1996

Certified Financial Planner™, CFP Board of Standards, 2004

M.A. Economics, University of South Florida, Tampa, FL, 2007

The value of choice is very important to me and to my clients. Some dream of travel or going back to school or volunteering or spending more time with family. Maybe being a Certified Financial Planner™ is a great choice, too, if you’re committed to making a difference.

* Disclaimer: The "Typical Fee" displayed is the typical fee provided by the advisor computed monthly to facilitate clearer price comparisons. It does not represent actual pricing or a guaranteed quote. Please consult individual advisors for specific fee structures and personalized quotes. We encourage users to carefully review and evaluate their options before making any decisions.