,CFP®
Molly strives to serve as a trusted guide for her clients, helping them achieve their goals and find comfort in their financial plans. She understands that everyone has different needs, whether it’s college, retirement, or legacy planning, and tailors financial plans with creative solutions to meet those needs. Pushing beyond the data, Molly considers the emotional and social dynamics that influence financial decisions, empowering clients to move forward with clarity and confidence.
Molly joined Modera in May 2022. Prior to that, she focused on advising young professionals in the medical field, offering personalized guidance to help them navigate the early stages of their financial journeys.
Molly received a B.S. in political science from Florida State University. She is a CERTIFIED FINANCIAL PLANNER® professional and a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planners Association (FPA).
A southwest Florida native, Molly currently resides in Manhattan. She enjoys traveling, particularly to hiking destinations, to escape the bustling streets of New York City. On the journey, you can usually find her reading a memoir or a piece of historical fiction.
What do you value most in your client relationships?
I value my clients’ trust. It isn’t always easy to talk about finances, and I do not take it for granted.
How do you feel you help to create impact for clients?
I approach each client differently and focus on their goals. The decision that results in the highest dollar amount isn’t always the best one, and my job is to ensure that my clients feel comfortable with their final decisions. For example, making the decision to retire is one that is incredibly emotional. You’re giving up a social circle and your routine, plus your paycheck. Our working lives are spent maximizing savings, and now we need to change that mentality to be comfortable spending. Sometimes, it’s easier to push out the retirement date than it is to address these questions. But that can result in potentially giving up time you could have been spending doing the things you enjoy. These are all factors that I take into consideration in client conversations, to help push past the pure financial and help clients make confident, well-informed decisions.
CERTIFIED FINANCIAL PLANNER®
Florida State University, B.S., Political Science
