Carol W Holloway

Carol W Holloway CDFA®, CFP®

2268 Osprey Ave
Orlando FL 32814
Get directions

Carol W Holloway

Owner, managing member of Plan B Financial Services LLC,

a Florida limited liability company engaged in financial planning for people in transition

Education:

University of Illinois:  Bachelors in Economics

University of Central Florida:  Certificate in Financial Planning 

 CERTIFIED FINANCIAL PLANNER™ Board Certification

Institute for Divorce Financial Analysts: CERTIFIED DIVORCE FINANCIAL ANALYST™

Completed Collaborative Practice Interdisciplinary Training

Employment History:

·         Plan B Financial Services LLC, Winter Park, Fl                            

        Owner, Financial Planner, CFP® CDFA™

·         Morgan Stanley, Orlando, FL                                                                          

        Client Services Associate/Intern

·         First American Bank NA, Washington, DC                                   

        Vice President and Branch Manager

·         SouthTrust Bank of Alabama, Birmingham, AL                         

        Assistant Vice President and Assistant Branch Manager

·         Third National Bank, Nashville, TN                                                               

        Assistant Vice President and Assistant Branch Manager

Expertise:

Over fifteen years experience in banking and financial services with current focus in financial issues relating to divorce:

·         Provide comprehensive Financial Planning and budget preparation

·         Consultant in financial issues relating to divorce as CERTIFIED FINANCIAL PLANNER ™ AND Certified Divorce Financial Analyst™

·         Provide supporting financial information and expert witness for Collaborative Interdisciplinary, mediation and litigation

·         Developed and presented workshop focusing on Financial Issues Relating to Divorce to various women’s groups

Professional Credentials/Memberships:

• CERTIFIED FINANCIAL PLANNER™
• CERTIFIED DIVORCE FINANCIAL ANALYST™
•   Member of Financial Planning Association (FPA)    
•   Member of Institute for Divorce Financial Analysts (IDFA)  www.institutedfa.com
•   Member of Collaborative Family Law Group of Central Florida www.cflcfl.com

CFP,CERTIFIED FINANCIAL PLANNER® and federally registered CFP{with flame logo} are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.