Dr. Holly Parnell-Thompson is a veteran of the financial services industry, with more than 30 years on Wall Street. By leveraging the resources of BofA Global Research, she has spent years building a network of specialists, research analysts, and investment managers who help the team create financial strategies to help clients meet both short and long term financial goals. Holly focuses on working with a variety of clientele including families who have members with disabilities, wounded warriors, other veterans, and ex-patriots in wealth planning, investment management, education planning, retirement planning, and estate/legacy needs, as well as small businesses and non-profit organizations owned by and serving these populations.

Holly is a First Vice President and Wealth Management Advisor in the Lexington, Kentucky office and joined Merrill in 2003 after working for a regional bank trust and investment department for over 10 years. She is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by managing on a discretionary basis her own personalized or defined strategies, which may incorporate individual stocks and bonds, model portfolios, and third-party investment strategies.

Holly also works with organizations to design and manage employee benefit programs such as retirement programs, employee stock ownership, and employee business banking, as well as owner related banking needs such as lending facilities, lines of credit, key person life insurance, exit strategies and more through her access to Bank of America.

Holly graduated from the University of Tampa with a degree in Business Management, holds an MBA from Colorado Technical University, and a Doctorate in Management with a concentration in Organizational Development & Change, from the Institute of Advanced Studies at Colorado Technical University. In 1993, she obtained her Chartered Financial Analyst^® (CFA^®) designation from the CFA^® Institute. She continued her education through the CFA^® Institute's pilot program for Equity Specialists, successfully completing the program in 1996. She successfully completed the Certified Investment Manager Analyst (CIMA^®) program in 2004 and obtained the Certified Plan Fiduciary Advisor^® (CPFA), designation in 2017. Holly holds the Series 7, 9, 10, 31, 63, 65, and 66 FINRA registrations, as well as Kentucky and Florida Life and Health Insurance licenses.

Holly is a member of the CFA^® Institute, the Midwest Academy of Management, and the International Society for Organizational Development. She worked part time as an adjunct professor teaching Strategic Financial Management, Experiential Education, Financial Literacy and Organizational Development and Change. She is active with Junior Achievement; Special Olympics, serving as a coach for Alpine Skiing, and Snowshoeing; Operation Home Front Hearts of Valor; and currently serves as President of the Star Fund, Inc., a non-profit organization dedicated to enhancing educational opportunities for underprivileged youth.







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*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.