Molly Reese Ward, Cfp® , Cdfa®

Molly Reese Ward, Cfp® , Cdfa® Email and Phone Number

Financial Consultant at Well Lived Wealth, LLC @ Well Lived Wealth, LLC
houston, texas, united states
Molly Reese Ward, Cfp® , Cdfa®'s Location
Houston, Texas, United States, United States
Molly Reese Ward, Cfp® , Cdfa®'s Contact Details

Molly Reese Ward, Cfp® , Cdfa® work email

Molly Reese Ward, Cfp® , Cdfa® personal email

n/a
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 |

Molly Reese Ward, Cfp® , Cdfa®'s Current Company Details
Well Lived Wealth, LLC

Well Lived Wealth, Llc

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Financial Consultant at Well Lived Wealth, LLC
houston, texas, united states
Employees:
3
Molly Reese Ward, Cfp® , Cdfa® Work Experience Details
  • Well Lived Wealth, Llc
    Founder
    Well Lived Wealth, Llc Jun 2016 - Present
    Houston, Tx
  • Equitable Advisors
    Financial Consultant
    Equitable Advisors Jan 1998 - Present
    Houston, Texas
    CFP® 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.
  • St. Luke'S United Methodist Church Foundation Board
    Investment Committee Member
    St. Luke'S United Methodist Church Foundation Board Jan 2016 - Present
    3471 Westheimer Rd, Houston, Tx 77027
    Investment Committee Member

Molly Reese Ward, Cfp® , Cdfa® Skills

Management Strategic Planning Finance Investments Financial Analysis Customer Service Budgets Financial Planning Investment Advisory Services Budget Strategies

Molly Reese Ward, Cfp® , Cdfa® Education Details

Frequently Asked Questions about Molly Reese Ward, Cfp® , Cdfa®

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 the current company?

Molly Reese Ward, Cfp® , Cdfa®'s current role is Financial Consultant at Well Lived Wealth, LLC.

What is Molly Reese Ward, Cfp® , Cdfa®'s email address?

Molly Reese Ward, Cfp® , Cdfa®'s email address is mo****@****lth.com

What schools did Molly Reese Ward, Cfp® , Cdfa® attend?

Molly Reese Ward, Cfp® , Cdfa® attended Certified Financial Planner Board, Texas A&m University.

What are some of Molly Reese Ward, Cfp® , Cdfa®'s interests?

Molly Reese Ward, Cfp® , Cdfa® has interest in Wesley.

What skills is Molly Reese Ward, Cfp® , Cdfa® known for?

Molly Reese Ward, Cfp® , Cdfa® has skills like Management, Strategic Planning, Finance, Investments, Financial Analysis, Customer Service, Budgets, Financial Planning, Investment Advisory Services, Budget Strategies.

Who are Molly Reese Ward, Cfp® , Cdfa®'s colleagues?

Molly Reese Ward, Cfp® , Cdfa®'s colleagues are Ross Selvaggi, Tate Lowe, Cfp®, Rebecca Tarver.

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