Waverly Advisors
Partner, Wealth Advisor
CFPยฎ

Rhonda K. Holifield

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.ย  Her career started in 1999 as a senior planner and Chief Investment Adviser at a fee-only financial planning firm in Tampa.ย  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.

Areas of Expertise

The framework is organized intoย six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.ย 

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a clientโ€™s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverlyโ€™s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.

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