Holly P. Thomas
Does our view of money change depending on what culture we are from? How do my money beliefs differ from others and how does that shape my viewpoint and interactions?
Holly Thomas a behavioral economist and nationally renowned speaker will, with a touch of humor and class, cover this fascinating and useful topic at the May TBOWIT luncheon. You will not want to miss this one!
Members - $30.00
Potential Members & Friends - $35.00
Holly has been a featured speaker on the psychology of money in diverse venues, from national association conferences to local client and donor appreciation events. Quoted in the Wall St. Journal, Investment News, Financial Advisor, and More magazines, her area of interest is money decision conversations between husbands and wives; parents and kids; and clients and professionals. Her 2013 book, The Mindful Money Mentality: How to Find Balance in Your Financial Future, was called "..a great addition to an advisor's shelf, as well as a hugely valuable book for clients who are at a personal and financial crossroads" by NAPFA Advisor magazine.
Before starting her own practice in 2006, Holly spent 21 years in banking, primarily with First Union/Wachovia (now Wells Fargo), where she served as a Senior Vice President in the Private Wealth Management division. During her banking career, she was nominated by one of her clients and featured in Inc. magazine as a "Banker You'll Love."
Address: PO Box 75688, Tampa, FL 33605