Position:
Owner at Holly P. Thomas, LLC
Location:
Tampa/St. Petersburg, Florida Area
Work:
Holly P. Thomas, LLC
since Sep 2006
-
Owner
Toastmasters International
2006 - 2007
-
Area 32 Governor
Raymond James Trust Company
Apr 2005 - Aug 2006
-
Wealth Advisor
Wachovia Bank, N.A.
Sep 1986 - Apr 2005
-
Senior Vice President
Southeast Bank, N.A.
1986 - 1989
-
Credit Analyst
Education:
NSA Academy 2011 - 2012
USF - College of Business Administration - M.A. Economics 2004 - 2007
M.A., Economics
USF - College of Business Administration - MBA, Finance and MIS 1995 - 1998
MBA, Finance and MIS
Davidson College 1982 - 1986
B.A., Economics
Skills:
Financial Planners, Estate Planning, Retirement Planning, Writing, Workshop Facilitation, Breakout Sessions, Behavioral Economics Talks, Our Relationship with Money, Writing on Money Issues, Professional Speaker, Small Business
Interests:
Walking in the woods, cooking Asian food, snowskiing, scuba diving, birding.
Honor & Awards:
Inc. magazine - "Banker You'll Love," Phi Kappa Phi Honor Society, Division J International Speech Contest winner. Quoted in November 2007 More magazine, January 2008 Financial Advisor. May 2009 - Distinguished Toastmaster (DTM) designation.
2011 - 2013 Treasurer for NAPFA (National Association of Personal Financial Advisors) South Regional Board.