Holly Donaldson is a behavioral economist who has been a featured speaker in diverse venues from FPA chapters to client appreciation events. Author of “The Mindful Money Mentality,” her primary focus is money decision conversations between clients and financial professionals.

She holds two master’s degrees from the University of South Florida: an MBA and a M.A. in economics. She received her B.A. in economics from Davidson College and CFP certification in 2004.

Brad is a Wealth Manager who orchestrates all aspects of a client's wealth management picture. He works with clients and families to develop, implement, and manage their investments to fulfill their goals within the context of their comprehensive wealth management plan.

Brad has over 13 years of wealth management experience. Prior to joining BNY Mellon, he worked with a boutique financial planning firm as well as a large Pittsburgh wealth management firm. Most recently he transitioned from the Pittsburg region to our Tampa, Florida office.