Mollie is responsible for providing advice and guidance to Strategic View Advisors’ clients. She sits on several of SVA’s committees, including the financial planning and investment committees, and contributes to our broader organizational strategy.
Mollie has been in the wealth management industry for over 15 years, bringing extensive experience from both Bernstein Global Wealth Management and Credit Suisse, where she handled a broad range of advising, planning, investment management, and client service responsibilities. She has an MBA from Pepperdine University and holds Series 7 and 63 licenses. She maintains the Chartered Life Underwriter (CLU®) and Retirement Income Certified Professional (RICP®) designations, as well as the CERTIFIED FINANCIAL PLANNER™ Certification.
After several years of working in social service at the beginning of her career, Mollie decided to take her expertise in finance and passion for helping others and channel it into the world of financial planning. Mollie is a member of the South Bay Estate Planning Council, Estate Planning and Trust Council of Long Beach, C-Sweet, ProVisors, and the Financial Planning Association. Mollie also sits on the board of Housing Works, an organization devoted to ending homelessness in Los Angeles County.
Originally from the DC area, Mollie moved to Los Angeles in 2003 and currently lives in Torrance. She enjoys spending time with her senior dogs, traveling, learning new languages, and playing golf with her husband, Jeff.