Molly McCarthy Email & Phone Number
Chief Executive Officer @ LD Lowe Wealth Advisory
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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 4 emails and 1 mobile phone numbers on RocketReach.
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Top LD Lowe Wealth Advisory Employees
John Candy
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McKinney, TX, US
Taylor Brewer
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Molly McCarthy
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Cinda Lowe
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Hunter Davis
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Haley Riddle
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