Carol W Holloway CDFA®, CFP®


Plan B Financial Services LLC

2268 Osprey Ave
Orlando FL 32814
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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.