Jeannie Holliday

Next Generation Divorce
20635 Amberfield Drive
Land O'Lakes, Florida 34638
United States
Office: 813-908-2701
Member since 2010
Membership Type: IACP
Profession(s): Financial Professional

Jeannie Holliday, President, CFA, CDFA

Jeannie Holliday is the co-owner of Independent Financial Services and has more than 25 years experience in the financial services industry. She has held an executive position with a national brokerage firm located in Tampa, FL, where she provided economic and investment specific advice to financial representatives. There, she was quoted in industry publications such as Bank Investment Marketing and Fund Marketing Alert.

Jeannie helps divorcing couples by developing comprehensive insight of the short and long-term financial effects of divorce, saving valuable time, money and distress, especially if the process is conducted early in the legal proceedings.

Area(s) of Practice: Financial
License(s): Series 7, 24, 63, 65, as well as Florida Life, Health and Variable Annuity Insurance licenses
Professional Activities: Institute for Divorce Financial Analyst (Member) ~International Academy of Collaborative Professionals (Member) ~Network of Executive Women (Member and Past President) ~CFA Tampa Bay (Member and Past Board Member) ~Network of Professionals, Inc. (Member) ~Hillsborough County Bar Association (Affiliate Member) ~Dress for Success Tampa Bay (Board Member) ~Pearl Society for Bay Legal (Member)
Education:
Undergraduate:
University of South Florida, Tampa, B.S. in Interdisciplinary Social Sciences, 1978

Post-graduate:
University of South Florida, Tampa, MBA with an emphasis in Finance
Comments: I help divorcing individuals establish a plan for the future so they can achieve long-term financial security. First I clarify their financial picture, then explain their options and help them to make informed decisions. The collaborative process often requires the work of a neutral financial professional trained in divorce issues. I enjoy helping people understand the long-term inplications of settlement options.