Molly O'Shaughnessy Rohrer, Crpc®, Cdfa™ Email and Phone Number

A seasoned professional with more than 15 years of industry experience, Molly enjoys working with financially successful individuals and families, providing highly personalized advice through a disciplined wealth management approach.Molly’s extensive financial services background enables her to develop customized strategies. She takes into account where you are now and where you see yourself and your family in five, 10 or 20 years. She looks at your wealth today and utilizes various tools to help forecast your expected income and spending. And to deliver appropriate strategies to help strengthen the financial independence you've worked your whole life to achieve, she utilizes the global resources and intellectual capital of Morgan Stanley. Molly is dedicated to helping each of her clients achieve their personal and professional financial goals, which often include:• Managing a life-changing event with confidence• Saving effectively so children can attend the colleges of their choice• Planning for a successful retirement• Financing a major acquisition• Utilizing Tax Management Strategies• Achieving long-term charitable and philanthropic goalsMolly’s passion has always been to help clients fulfill their financial goals and aspirations. She takes pride in helping clients oversee and manage their finances, so they may take care of the people they love, spend more time pursuing the activities they enjoy and support the causes that are most important to them. Areas of Focus: Annuities, Corporate Retirement Plans, Estate Planning Strategies, Executive Financial Services, Financial Planning, Retirement Planning, Socially Responsible Investing, Lending Solutions and Life Insurance.For more information on how Molly can help you reach your financial needs, please visit her website: https://advisor.morganstanley.com/the-red-river-groupThe use of the CDFA™ designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney.  The CDFA™ designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.