Molly joined RBC Wealth Management in 2011. Prior to that, she worked at Wells Fargo Advisors. She passed the Series 7 and 66 exams. She is also life, accident and health insurance licensed. Molly operates as the office manager and is in charge of our client relationships. She leads in the creation of clients’ RBC WealthPlans and coordinates client investments and goal planning meetings.
As part of my commitment to ongoing education, I chose to pursue the CERTIFIED FINANCIAL PLANNER™ certification. CFP® professionals are dedicated to the highest level of service and ethical standards. The intensive program curriculum includes risk management techniques, as well as insurance, taxes, estate, and retirement planning, and investments. These topics of study allow CFP® professionals to enhance their client relationships and add value toward helping clients achieve their financial objectives.
Molly graduated from Roger Williams University in Bristol, Rhode Island, with a Bachelor of Science degree in financial services and a minor in psychology. Molly lives in the South Shore with her husband, Joshua, and their two daughters.
