Molly Solari, Cfp® Cdfa®
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Molly Solari, Cfp® Cdfa® Email & Phone Number

Financial Advisor at RBC Wealth Management
Location: Boston, Massachusetts, United States 8 work roles 2 schools
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Current company
RBC Wealth Management
Role
Financial Advisor
Location
Boston, Massachusetts, United States
Company size
6359 employees

Who is Molly Solari, Cfp® Cdfa®? Overview

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Quick answer

Molly Solari, Cfp® Cdfa® is listed as Financial Advisor at RBC Wealth Management, a with 6359 employees, based in Boston, Massachusetts, United States. AeroLeads shows a matched LinkedIn profile for Molly Solari, Cfp® Cdfa®.

Molly Solari, Cfp® Cdfa® previously worked as Associate Financial Advisor at Rbc Wealth Management and Senior Financial Associate at Rbc Wealth Management. Molly Solari, Cfp® Cdfa® holds Bachelor, Finance from Roger Williams University.

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RBC Wealth Management

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Profile bio

About Molly Solari, Cfp® Cdfa®

Molly Solari, Cfp® Cdfa® is a Financial Advisor at RBC Wealth Management.

Current workplace

Molly Solari, Cfp® Cdfa®'s current company

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RBC Wealth Management
Rbc Wealth Management
Financial Advisor
toronto, ontario, canada
Website
rbcwealthmanagement.com
Employees
6359
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8 roles

Molly Solari, Cfp® Cdfa® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Rbc Wealth Management

Boston, Massachusetts, United States

Feb 2024 - Present

Associate Financial Advisor

Rbc Wealth Management

Boston, Massachusetts, United States

Jan 2024 - Feb 2024

Senior Financial Associate

Rbc Wealth Management

Boston, Massachusetts, United States

I am committed to making a powerful difference in my clients' lives and helping them make their personal, family and business dreams a reality. The trust and confidence of my clients is my most treasured asset. I strive to help my clients grow, manage and protect their assets. I use my knowledge of the financial markets to assist clients with making prudent decisions for long-term financial success.Please visit http://www.rbcwealthmanagement.com/us/en/legal for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Jun 2022 - Jan 2024

Paraplanner

Ameriprise Financial

Miller Allen & Associates: Ameriprise Financial Fall River, MA; May 2008 to present

May 2008 - May 2010

Student Fund Manager

Center For Advanced Financial Management

-One of ten students selected to construct and manage a real-dollar portfolio valued at $100,000 with an International Mid-Cap Core objective. -Provided with the opportunity to gain real world experience in portfolio management. -Analyzed all foreign and domestic markets, economies and sectors using the top down approach. -Executed all forms of fundamental, technical and behavioral analysis, and utilized the latest technology employed in the finance sector. -Traveled to Hong Kong, China to meet with various financial institutions to discuss international market conditions.

Sep 2009 - Nov 2009
Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →

JS John Summers John Summers Colleague at Rbc Wealth ManagementSeattle, Washington, United States View → SC Susan Chatfield Susan Chatfield Colleague at Rbc Wealth ManagementUnited States View → CL Calum Lippett Calum Lippett Colleague at Rbc Wealth ManagementBurgess Hill, England, United Kingdom View → MJ Marissa Jones Marissa Jones Colleague at Rbc Wealth ManagementBillings, Montana, United States View → SB Scott Bern Scott Bern Colleague at Rbc Wealth ManagementThiensville, Wisconsin, United States View → SS Steve Sumpter Steve Sumpter Colleague at Rbc Wealth ManagementMinneapolis, Minnesota, United States View → AM Alex Michael Agardi,Pfp,Qafp,Fma,Fcsi Alex Michael Agardi,Pfp,Qafp,Fma,Fcsi Colleague at Rbc Wealth ManagementCanada View → AP Aliona Postolachi Aliona Postolachi Colleague at Rbc Wealth ManagementMontreal, Quebec, Canada View → YM Yasmin Mohamed Yasmin Mohamed Colleague at Rbc Wealth ManagementCanada View → LN Lagina Nicholas, Crpc® Lagina Nicholas, Crpc® Colleague at Rbc Wealth ManagementLeawood, Kansas, United States View →
2 education records

Molly Solari, Cfp® Cdfa® education

Bachelor, Finance

Roger Williams University

Activities and Societies: Student Fund Manager, Delta Sigma Pi, Alpha Chi, Beta Gamma Sigma

FAQ

Frequently asked questions about Molly Solari, Cfp® Cdfa®

Quick answers generated from the profile data available on this page.

What company does Molly Solari, Cfp® Cdfa® work for?

Molly Solari, Cfp® Cdfa® works for RBC Wealth Management.

What is Molly Solari, Cfp® Cdfa®'s role at RBC Wealth Management?

Molly Solari, Cfp® Cdfa® is listed as Financial Advisor at RBC Wealth Management.

Where is Molly Solari, Cfp® Cdfa® based?

Molly Solari, Cfp® Cdfa® is based in Boston, Massachusetts, United States while working with RBC Wealth Management.

What companies has Molly Solari, Cfp® Cdfa® worked for?

Molly Solari, Cfp® Cdfa® has worked for Rbc Wealth Management, Wells Fargo Advisors, Llc, Ameriprise Financial, and Center For Advanced Financial Management.

Who are Molly Solari, Cfp® Cdfa®'s colleagues at RBC Wealth Management?

Molly Solari, Cfp® Cdfa®'s colleagues at RBC Wealth Management include John Summers, Susan Chatfield, Calum Lippett, Marissa Jones, and Scott Bern.

How can I contact Molly Solari, Cfp® Cdfa®?

You can use AeroLeads to view verified contact signals for Molly Solari, Cfp® Cdfa® at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Molly Solari, Cfp® Cdfa® attend?

Molly Solari, Cfp® Cdfa® holds Bachelor, Finance from Roger Williams University.

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