Molly Manning, CFP® | Senior Client Associate
Molly Manning serves as a point of contact for all client service-related needs. She is responsible for establishing, maintaining and building relationships with clients as well as trusted client fiduciaries. Molly manages daily client transactions and inquiries relating to account maintenance and coordinates requests directly with custodians, Charles Schwab and Fidelity.
Molly holds a Bachelor’s in Business Administration from Villanova School of Business in Finance and Accounting. Molly was an integral member of the Villanova softball team and was named a BIG EAST Academic All-Star during her tenure. She is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner and holds her series 7 and 66 licenses.
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