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About Us >> Credentials
For more information about the CFP® Code of Ethics, visit the Certified Financial Planners Board of Standards web site.
Academic Credentials:
B.A., Economics, Davidson College, 1986
M.B.A., University of South Florida, 1998
M.A., Economics, University of South Florida, 2007
Professional Designation:
Certified Financial Planner™ (CFP®) designation, 2004
Professional Memberships:
Registered Member, National Association of Personal Financial Advisors, 2007
Professional Recognition:
Distinguished Toastmaster, Toastmasters International, 2009
Community Involvement:
- Tampa Bay Estate Planning Council, Board Member
- Community Foundation, Professional Advisory Committee, Member
- Child Abuse Council, Past Chair of Planned Giving Steering Committee; past Treasurer
- Highrisers Toastmasters, Past President
- Toastmasters International, Past Area 32 Governor
- H. Lee Moffitt Cancer Center Foundation, past member of Planned Giving Committee
- Florida Orchestra, past Board Member
- United Way of Hillsborough County; past chair of Audit Committee
- Lifepath Hospice, past Speakers Bureau member
- Sandler Sales Institute, Lifetime Presidents' Club member
On the Faculty:
On the Faculty of the NAPFA University School of Communications
Prior to forming Holly P. Thomas, LLC, Holly Thomas built a career in financial services, primarily at Wachovia Bank where she was a Senior Vice President.
The Value of Choice
Many people would like to have the time to be more involved in their community. It might just be coaching a child's soccer game.
Or training for the three-day cancer walk, raising money for something you believe in, volunteering at hospice, training your pet to be a therapy dog. It's nice to have choices.
Holly P. Thomas, LLC | Ph: 813.489.1700 | 1901 W. Cass Street | Tampa, FL 33606 | www.hollypthomas.com
Copyright 2010 Holly P. Thomas, LLC.
