Rhonda K. Holifield, CFP®

Rhonda K. Holifield, CFP®

Rhonda Holifield joined Waverly Advisors in November of 2023 after Prosper Financial Advisers was acquired by Waverly. Rhonda serves as a Partner and Wealth Advisor at Waverly in St. Petersburg, FL.  Her career started in 1999 as a senior planner and Chief Investment Adviser at a fee-only in Tampa.  She managed client assets through bear and bull markets, gaining valuable hands-on experience in a variety of market conditions, while navigating a broad range of financial planning scenarios and concerns. In 2008 Rhonda founded her own fee-only financial firm, Prosper Financial Advisers. Rhonda enjoys working with her clients, assisting them to solve their problems and help them get on (and stay on) a productive and healthy path toward their financial goals. Many of her clients have been with her for decades and she considers it a privilege to have such trusting and long-term relationships.

In her limited spare time Rhonda enjoys to read, write, garden, practice photography, and work with charitable groups.

 

Education

  • BA, Journalism, Minor, Economics – University of Southern Mississippi
  • MFA, English/Creative Writing – Louisiana State University
  • Certificate in Financial Planning – Florida Institute of Technology

Professional Affiliations

  • Member of NAPFA

Community Involvement

  • Elder in the Presbyterian Church USA for three decades

Ask Me About

  • Retirement Planning
  • Investment Management
  • Financial Planning
  • Generational Wealth Planning
Top