Molly Townsend Email & Phone Number
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Molly Townsend Location
- New York, NY, US
Molly Townsend Work
- Partner, Director - Wealth Advisor @ (June 2026 - Present)
- Partners @ Steward Partners (June 2026 - Present)
- Vice President - Wealth Management @ (December 2016 - June 2026)
- Financial Advisor @ (November 2014 - December 2016)
- Associate Financial Advisor @ (June 2010 - November 2014)
- Executive Assistant @ PEAK6 Investments (August 2008 - June 2010)
Molly Townsend Education
- University of Illinois at Urbana Champaign
Bachelor's Degree
2004-2008
Molly Townsend Skills
- Business Retirement Plans
- Business Succession Planning
- College Education Planning
- Generational Wealth Transfer
- Goals Based investment strategies
- Legacy Planning
- Planned Giving
- Retirement Income Planner
- Social Security Analysis
- Socially Responsible Investing
Molly Townsend Summary
- Molly Townsend, based in New York, NY, US, is currently a Partners at Steward Partners. Molly Townsend brings experience from previous roles at Zelniker Dorfman Private Wealth, UBS, Merrill Lynch Wealth Management, Bank of America Corporation and LPL Financial. Molly Townsend holds a 2004 - 2008 Bachelor's Degree @ University of Illinois at Urbana Champaign. With a robust skill set that includes Business Retirement Plans, Business Succession Planning, College Education Planning, Generational Wealth Transfer, Goals Based investment strategies and more. Molly Townsend has 1 emails and 1 mobile phone numbers on RocketReach.
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