Jeannie Holliday,

Jeannie is a seasoned wealth manager with more than 40 years’ experience in the financial services industry. Her extensive background empowers her to deliver sophisticated and highly customized financial planning and investment advice to help meet each client’s unique goals.

Jeannie’s credentials as a Chartered Financial Analyst^® reflect her deep knowledge in areas such as accounting, equity analysis, fixed-income securities, economics and portfolio theory. Additionally, as a Certified Divorce Financial Analyst^®, she provides invaluable guidance to individuals navigating the financial complexities of divorce, helping them understand both the immediate and long-term implications of decisions made while navigating separation.

Jeannie also holds multiple professional registrations, including Series 7, 24, 63 and 65, as well as Florida Life, Health & Variable Annuity insurance licenses. She is a proud graduate of the University of South Florida, where she earned both her bachelor’s degree and an MBA with a concentration in finance.

Beyond her professional achievements, Jeannie is deeply committed to her community. She served for eleven years as co-director of the North Tampa Pasco Chapter of Charity Chics, and, under her leadership, the chapter has raised meaningful donations in support of local organizations such as Gulfside Hospice, Sunrise of Pasco County, Dress for Success Tampa Bay and PACE Center for Girls.

Jeannie is also an active member of Next Generation Divorce and CFA Tampa Bay, further demonstrating her dedication to both her profession and her community.

In her free time, she enjoys being involved in Fantasy Football, watching the Rays and has been a Tampa Bay Buccaneers fan since 1977 – Go Bucs! Jeannie and her husband are the proud owners of a misbehaved cat named Johnny Cash Holliday, who some might consider slightly overweight, but, according to the vet, is still a “perfect feline specimen” nonetheless.