Molly McCarthy Email & Phone Number
Chief Executive Officer @ LD Lowe Wealth Advisory
5 free lookup(s).
Molly McCarthy Location
- Richardson, TX, US
Molly McCarthy Work
- 2024 - now Chief Executive Officer @
- 2020 - now Chief Financial Officer @
- 2006 - now Lead Wealth Advisor @
- 2018 - 2020 Chief Investment Officer @
- 2005 - 2006 Recruiting Assistant @
- 2000 - 2005 Financial Technician @
Molly McCarthy Education
- Texas Wesleyan University
Master's degree
2020 - The American College of Financial Services
Chartered Financial Consultant (ChFC) (Finance and Financial Management Services)
2013 - 2014 - Kaplan College-Dallas
Series 65 Investment Advisor (Finance and Financial Management Services)
2008 - 2008 - Texas Tech University
Certified Retirement Counselor (Finance and Financial Management Services)
2006 - 2006 - Monmouth College
Bachelor of Arts (B.A.) (Double Major in Business and Public Relations)
2000 - 2003
Molly McCarthy Skills
- Marketing Communications
- Microsoft Excel
- Financial Analysis
- Strategic Financial Planning
- Wealth Management
- Investments
- Retirement
- 401k
- Life Insurance
- Wealth
- Disability Insurance
- Long-term Care
- Financial Services
- Tax
- Employee Benefits
- Trusts
- Series 65
- Retirement Planning
- Insurance
- Financial Advisory
- Estate Planning
- Asset Management
- Personal Finance
- Investment Advisory
- Fixed Annuities
Molly McCarthy Summary
- Molly McCarthy, based in Richardson, TX, US, is currently a Chief Executive Officer at LD Lowe Wealth Advisory. Molly McCarthy brings experience from previous roles at LD Lowe Wealth Advisory and Munsch Hardt Kopf & Harr, P.C.. Molly McCarthy holds a Master's degree @ Texas Wesleyan University. With a robust skill set that includes Marketing Communications, Microsoft Excel, Financial Analysis, Strategic Financial Planning, Wealth Management and more. Molly McCarthy has 5 emails and 1 mobile phone numbers on RocketReach.
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Top LD Lowe Wealth Advisory Employees
John Candy
Financial Advisor
McKinney, TX, US
Taylor Brewer
Chief Operating Officer
Dallas, TX, US
Molly McCarthy
Chief Executive Officer
Richardson, TX, US
Cinda Lowe
Chief Operations Officer
Dallas, TX, US
Hunter Davis
Tax Associate
Denton, TX, US
Kyrstin James
Paraplanner
Dallas, TX, US
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