Holly P. Thomas, CFP®

IILLC was formed in 2006 to provide fee-only financial analysis, planning, and education.

With 20 years in financial services, primarily at Wachovia Bank, Holly built her practice around providing clients sophisticated planning and access to professional teams. As a fee-only practitioner, she receives no referral fees or commissions from outside third parties.

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 

• Advanced Communicator (Silver Level), Toastmasters International, 2005

• Registered Member, National Association of Personal Financial Advisors, 2007

Community Involvement: 

• Child Abuse Council, Chair of Planned Giving Steering Committee; past Treasurer

• H. Lee Moffitt Cancer Center Foundation, Planned Giving Committee

• Florida Orchestra, Board Development Committee

• United Way of Hillsborough County; past chair of Audit Committee

• Lifepath Hospice, past Speakers Bureau member

• Tampa Bay Estate Planning Council, Member

• Highrisers Toastmasters, Past President

• Toastmasters International, Area 32 Governor

• Sandler Sales Institute, Presidents’ Club

Recent Press Coverage and Speaking Engagements

• Featured speaker at The Tampa Club monthly luncheon on the Residential vs. Commercial Real Estate Market (Nov. 2006)

• Conducted workshop on public speaking at Sandler Sales Institute (June 2007) www.saleskills.com

• Featured speaker at LifeLink Volunteers meeting on public speaking (June 2007)

• Quoted in More magazine (November 2007)

• Continuing Education Workshop on the Fed and monetary policy conducted for the Florida Roundtable of Practicing CPAs (July 2007)

• Quoted in Financial Advisor magazine (January 2008)

• Featured speaker at Downtown Tampa Rotary on the Fed and the banking system (February 2008)

• Featured speaker at South Tampa Chamber of Commerce on "Risky Business" - Remaining Rational when making decisions about Risk (coming February 2008) www.southtampachamber.org

• Workshop for Small Business Owners on Behavioral Finance at Greater Tampa Chamber of Commerce (coming March 2008) www.tampachamber.org

• Quoted in InvestmentNews email newsletter (February 2008)