Molly Nelson
About
Detail
Founder
United States
Résumé
Jobs
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- MFounderMoney Sense with MollyDec 2024 - Current (1 year 8 months)With 18 years as a Registered Investment Advisor, I’ve made it my mission to demystify the complexities of personal finance and help people feel confident about their financial futures. Throughout my career, I’ve been told I have a knack for explaining complicated concepts in a way that’s easy to understand and actionable—whether it’s navigating the stock market, structuring a financial plan, or optimizing insurance coverage like life, disability, and long-term care. What sets me apart is my holistic approach. I believe financial success isn’t just about the numbers; it’s about finding strategies that work for the person behind the plan. I help clients align their financial goals with their values and lifestyle, ensuring they feel empowered
Senior Financial AdvisorMariner Wealth AdvisorsJan 2024 - Dec 2024 (1 year)- Financial Services RepresentativePrudential FinancialOct 2006 - Oct 2010 (4 years 1 month)
- Financial Planning ConsultantAvantax Planning PartnersMar 2019 - Jan 2024 (4 years 11 months)
- Wealth AdvisorFirst Interstate BankFeb 2015 - Feb 2019 (4 years 1 month)
- Investment Specialist IIFirst Interstate BankOct 2010 - Feb 2015 (4 years 5 months)
Education
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- UUniversity of Pittsburgh, Semester at Sea study abroadUniversity of Pittsburgh Semester at Sea study abroadJan 2002 - Dec 2002 (1 year)
- Bachelor of Science, Elementary Education and TeachingUniversity of OregonJan 2000 - Dec 2004 (5 years)