Molly joined RBC Wealth Management in 2011, bringing previous experience from Wells Fargo Advisors. As a Financial Advisor, Molly plays an instrumental role in developing clients’ RBC WealthPlans, coordinating investment strategies, and running productive goal-planning meetings.
To help provide a high caliber of service, Molly pursued and earned the CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst® (CDFA®) certifications. As a CFP® professional, she adheres to strict ethical standards and utilizes advanced knowledge in risk management, tax strategies, estate planning, retirement, and investments to help clients confidently pursue their financial goals. She focuses on helping clients—especially women in transition—navigate major life events such as divorce, the loss of a spouse, or retirement planning. By translating complex financial data into actionable, long-term strategies, she helps ensure fair outcomes while honoring her clients' core values.
Molly holds herself to strict ethical standards and collaborates closely with a broader professional circle, including CPAs and estate attorneys. She passed the Series 7 and 66 exams, and holds life, accident, and health insurance licenses.
Molly graduated from Roger Williams University with a Bachelor of Science degree in Financial Services and a minor in Psychology—a background that allows her to better understand both the quantitative and emotional sides of wealth management. Outside of the office, Molly lives on the South Shore with her husband, Josh, and their two daughters. She enjoys cheering on her daughters at their sporting events as well as hiking with her dogs and going to the beach.
