Women in Business

Molly Goetz, CFP®, CDFA®, MBA named an Excellence Awardee for Allyship Champion of the Year in InvestmentNews Women to Watch Awards

STANDARD PRESS RELEASE

CONTACT INFORMATION:
Greenspring Advisors
Erin McCabe
443-564-4600 | erin.mccabe@greenspringadvisors.com

RELEASE DATE:
November 14, 2024

FOR IMMEDIATE RELEASE

Molly Goetz, CFP®, CDFA®, MBA named an Excellence Awardee for Allyship Champion of the Year in InvestmentNews Women to Watch Awards

Towson, MD – November 14, 2024 – Greenspring Advisors is excited to announce that Molly Goetz, CFP®, CDFA®, MBA, was named an Excellence Awardee in the InvestmentNews Women to Watch awards category Allyship Champion of the Year.

The InvestmentNews Women to Watch Awards celebrates achievements that measurably advance women in all aspects of the investment industry at employers of all sizes. InvestmentNews seeks nominations for individuals who exemplify these outstanding accomplishments through their leadership, passion, creativity, and willingness to help others. Excellence Awardees are selected as shortlisted finalists in each category of the Women to Watch awards. The winners of each category were announced at the Women to Watch Awards event on November 6, 2024. To view the complete list of winners and excellence awardees, visit the InvestmentNews website.

“It is an incredible honor to be nominated for the Allyship Champion of the Year Award. It is critical that we expand the presence of women in this industry by serving as an example and supporting the next generation of advisors,” said Partner & Practice Lead at Greenspring Advisors, Molly Goetz, CFP®, CDFA®, MBA.

The Allyship Champion of the Year category was open to individuals of all identities who have supported and empowered women to fulfill their potential and achieve excellence within the workplace. As an active mentor to her team, the first woman partner at Greenspring Advisors, and the co-founder of Greenspring Advisors’ Women & Wealth Initiative, Molly has worked hard to create an equitable landscape that fosters empowerment.

About Greenspring Advisors
Established in 2004, Greenspring Advisors was built on the fiduciary principle that the client comes first. Greenspring is an independent, fee-only firm that specializes in holistic and progressive investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services including financial planning for private investors. The firm has offices in MD, NJ, and PA.

To learn more about Greenspring Advisors, please visit www.greenspringadvisors.com.

The Investment News Women to Watch- Allyship Champion of the Year Excellence Awardee was awarded to Molly Goetz, CFP®, CDFA®, MBA on 11/6/24 by Investment News. This was based on the time period of the year prior. Greenspring Advisors did not pay to participate. Greenspring Advisors has a reasonable basis for believing that any questionnaire or survey used in the preparation of this third-party rating is structured to make it equally easy for a participant to provide favorable and unfavorable responses and is not designed or prepared to produce any predetermined result. Third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure a client or prospective client will experience a higher level of performance results.

Information contained herein has been obtained from sources considered reliable, but its accuracy and completeness are not guaranteed. It is not intended as the primary basis for financial planning or investment decisions and should not be construed as advice meeting the particular investment needs of any investor. This material has been prepared for information purposes only and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. Past performance is no guarantee of future results.

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