Molly Reese Ward, Cfp® , Cdfa® Email & Phone Number
@welllivedwealth.com
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Who is Molly Reese Ward, Cfp® , Cdfa®? Overview
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Molly Reese Ward, Cfp® , Cdfa® is listed as Financial Consultant at Well Lived Wealth, LLC at Well Lived Wealth, LLC, a company with 3 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at welllivedwealth.com and a matched LinkedIn profile for Molly Reese Ward, Cfp® , Cdfa®.
Molly Reese Ward, Cfp® , Cdfa® previously worked as Founder at Well Lived Wealth, Llc and Financial Consultant at Equitable Advisors. Molly Reese Ward, Cfp® , Cdfa® holds Certified Financial Planner™ from Certified Financial Planner Board.
Email format at Well Lived Wealth, LLC
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AeroLeads found 1 current-domain work email signal for Molly Reese Ward, Cfp® , Cdfa®. Compare company email patterns before reaching out.
About Molly Reese Ward, Cfp® , Cdfa®
Molly Ward, CFP®, CDFA® is the Founder of Well Lived Wealth, LLC and has more than 20 years of professional experience. A Texas native, Molly earned her CERTIFIED FINANCIAL PLANNER™ professional designation and built a wealth management firm before she had her first child at age 26. Since then, she has acquired a Certified Divorce Financial Analyst® designation, earned the Columbia Coaching Certificate, received Collaborative Divorce Training and participated in financial programs at Harvard and Wharton Business Schools. She was named one of five advisors (and the only woman) to Equitable’s Elite Producer Group Steering Committee out of 5,000 of her peers. She is a former associate’s roundtable Chair of James A. Baker III Institute at Rice University, a former member of the board of her local library and has held numerous PTO positions. Molly is currently a member of the Investment Committee at the St. Luke’s Foundation and the Houston Business and Estate Planning Council.If there is one thing she would like to leave in this world (aside from three wonderful children), it is to help women live up to their financial potential. This is a mission rooted in a lifetime of experiences, and one that influences her work, family life, and contributions in her community. Molly can now see those early days of building a practice were fueled by a tiny, internal whisper that one day she would need to manage her money for the sake of her own independence and her children. When Molly is not helping clients take control of their lives through financial management, you can find her playing ping pong with her 14-year-old son, late evening dog walking with one of her college aged daughters, paddle-boarding on gorgeous Texas Hill Country rivers, playing tennis with a friend, amateur birding, or hosting weekly Friday Fajitas parties. Her fitness obsession has taken her on Olympic-distance triathlons, half-marathons at 10,000-foot elevation, hikes above 14,000 feet, and 100-mile bike races. She also never has her nails done and feels perfectly OK about it. Well Lived Wealth, LLC3200 Southwest Freeway, Ste 1800Houston, Texas 77027(713) 402- 6466 |
Listed skills include Management, Strategic Planning, Finance, Investments, and 6 others.
Molly Reese Ward, Cfp® , Cdfa®'s current company
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Molly Reese Ward, Cfp® , Cdfa® work experience
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Financial Consultant
CurrentCFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Investment Committee Member
CurrentInvestment Committee Member
Colleagues at Well Lived Wealth, LLC
Other employees you can reach at welllivedwealth.com. View company contacts for 3 employees →
Ross Selvaggi
Colleague at Well Lived Wealth, LlcHouston, Texas, United States, United States
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RT
Rebecca Tarver
Colleague at Well Lived Wealth, LlcHouston, Texas, United States, United States
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TL
Tate Lowe, Cfp®
Colleague at Well Lived Wealth, LlcGreater Houston, United States
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Molly Reese Ward, Cfp® , Cdfa® education
Certified Financial Planner™
Bachelor Of Arts (Ba)
Frequently asked questions about Molly Reese Ward, Cfp® , Cdfa®
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What company does Molly Reese Ward, Cfp® , Cdfa® work for?
Molly Reese Ward, Cfp® , Cdfa® works for Well Lived Wealth, LLC.
What is Molly Reese Ward, Cfp® , Cdfa®'s role at Well Lived Wealth, LLC?
Molly Reese Ward, Cfp® , Cdfa® is listed as Financial Consultant at Well Lived Wealth, LLC at Well Lived Wealth, LLC.
What is Molly Reese Ward, Cfp® , Cdfa®'s email address?
AeroLeads has found 1 work email signal at @welllivedwealth.com for Molly Reese Ward, Cfp® , Cdfa® at Well Lived Wealth, LLC.
Where is Molly Reese Ward, Cfp® , Cdfa® based?
Molly Reese Ward, Cfp® , Cdfa® is based in Houston, Texas, United States while working with Well Lived Wealth, LLC.
What companies has Molly Reese Ward, Cfp® , Cdfa® worked for?
Molly Reese Ward, Cfp® , Cdfa® has worked for Well Lived Wealth, Llc, Equitable Advisors, and St. Luke'S United Methodist Church Foundation Board.
Who are Molly Reese Ward, Cfp® , Cdfa®'s colleagues at Well Lived Wealth, LLC?
Molly Reese Ward, Cfp® , Cdfa®'s colleagues at Well Lived Wealth, LLC include Ross Selvaggi, Rebecca Tarver, and Tate Lowe, Cfp®.
How can I contact Molly Reese Ward, Cfp® , Cdfa®?
You can use AeroLeads to view verified contact signals for Molly Reese Ward, Cfp® , Cdfa® at Well Lived Wealth, LLC, including work email, phone, and LinkedIn data when available.
What schools did Molly Reese Ward, Cfp® , Cdfa® attend?
Molly Reese Ward, Cfp® , Cdfa® holds Certified Financial Planner™ from Certified Financial Planner Board.
What skills is Molly Reese Ward, Cfp® , Cdfa® known for?
Molly Reese Ward, Cfp® , Cdfa® is listed with skills including Management, Strategic Planning, Finance, Investments, Financial Analysis, Customer Service, Budgets, and Financial Planning.
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