Holly P. Donaldson
HOLLY DONALDSON FINANCIAL PLANNING
Seminole, FL
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CRD#: 2973141
Professional summary
Holly Parrish Donaldson, CFP®, who also goes by Holly Leigh Parrish, Holly Parrish Thomas, Holly Thomas, is a registered financial advisor currently at HOLLY DONALDSON FINANCIAL PLANNING, LLC located in Seminole, Florida.
Holly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Holly has worked at 4 firms and has passed the Series 7 exam.
Biography
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.
Question & Answer
What are your service offerings?
Estate Planning
Retirement Planning
Elder Care
Tax Planning
Investment Planning
Life Transitions
Do you have an area of expertise or specialization?
Business Owners
Corporate Executives
Investment Advice without Ongo...
Retirement Plan Investment Adv...
Are you a "fiduciary"?
Yes
Aliases
Holly Leigh Parrish | Holly Parrish Thomas | Holly Thomas
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Porchview Publishing, LLC. Not investment related. PO Box 140327, Gainesville, FL 32614. Publishing books, e-books, workshops, and newsletters on financial psychology. Position: President. Common ownership with Holly Donaldson Financial Planning, LLC. Start date September 2013. Hours/month: 4. Hours during trading hours: 0. Duties include drafting, marketing and publishing newsletters, workshops, online courses, books, and e-books.
CRS (Client Relationship Summary) - RIA
Click below to view Holly Parrish Donaldson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
March 23, 2007 - Present
HOLLY DONALDSON FINANCIAL PLANNING, LLC
RIA
CRD#: 142098
Seminole, FL
Past
May 19, 2005 - September 28, 2006
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
ST. PETERSBURG, FL
Past
October 1, 2000 - May 13, 2005
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
January 14, 1998 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
BD
CRD#: 8112
CHARLOTTE, NC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(3/23/2007)
IAR
Texas(9/18/2025)
Exams
General Industry/Product Exam
Current Firm
HOLLY DONALDSON FINANCIAL PLANNING, LLC
HOLLY DONALDSON FINANCIAL PLANNING, LLC | INDEPENDENT INSIGHTS, LLC | INDEPENDENT INSIGHTS OF FLORIDA, LLC | HOLLY P. THOMAS, LLC
CRD#: 142098 / SEC#:
Florida
Registered Investment Advisory firm - (3/23/2007 Approved)Texas
Registered Investment Advisory firm - (8/18/2025 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Gainesville, FL
Mailing Address
P.o. Box 140327, Gainesville, FL 32614
Phone number
(813) 781-8040
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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