At 360 WMG, our team strives to provide comprehensive service to our clients, and Molly is dedicated to exceeding expectations.
After graduating with a Bachelor’s Degree in Finance and a Minor in Communications from the University of Iowa, she began her career with Raymond James in 2008. For several years, she served as a Resolution Specialist at our Raymond James International Headquarters in St. Petersburg, FL. In this role, she dealt with some of the largest advisor teams in the firm as their advocate to resolve issues with various RJF headquarter departments. Her experience during this time allowed Molly to develop relationships with many senior department leaders throughout the firm, that still serve her well to this day. We were fortunate enough to have her join our team in 2015.
Molly’s voice is often the first you will hear when you call 360 WMG. She works closely with the team as they develop wealth management strategies in both the accumulation stage and the distribution stage for our clients. In addition, Molly assists in analyzing life and long-term care insurance needs and coordinating with attorneys and CPAs to implement estate plans, which can include charitable trusts or family foundations. She is also responsible for marketing, creating client communications, and special projects. Molly is Series 7 & 63 licensed and works closely with attorneys and CPAs to manage the administrative aspects of estate settlements.
When Molly has some personal time, she enjoys DIY house projects, cooking & baking with the tips she gets from the Food Network, playing the piano, and exploring various parks around Tampa Bay with her husband, Bryan, their daughter, Willow, and their German Shepherd mix rescue, Marley.