STANDARD PRESS RELEASE
CONTACT INFORMATION:
Greenspring Advisors
Erin McCabe
443-564-4600 | erin.mccabe@greenspringadvisors.com
RELEASE DATE:
July 31, 2024
FOR IMMEDIATE RELEASE
Molly Goetz Named in The Daily Record’s 2024 Banking and Financial Services Power List
Towson, MD – July 31, 2024 – Greenspring Advisors is excited to announce that Partner & Practice Lead, Molly Goetz, CFP®, CDFA®, MBA, was named in The Daily Records 2024 Banking and Financial Services Power List.
This list was created by The Daily Record’s editorial leadership in conjunction with input from readers and others. This list is a part of the Power Lists series and has outlined 30 individuals who are movers in the Maryland economy. This group comprises the most significant, influential, and respected people in the banking and financial services industry, according to The Daily Record.
Molly is the first female partner and practice lead at Greenspring Advisors, a wealth management firm based in Towson, Maryland. She is a member of the firm’s Investment Committee and co-leads Greenspring’s Women & Wealth initiative, which is dedicated to elevating women’s voices in the workplace by providing a constructive environment for meaningful conversations, community, and skills-based learning.
“It is incredibly gratifying to partner with individuals and families to develop and implement a customized financial plan so that they can achieve their goals,” said Molly Goetz. “It is a privilege to play a role in such an important and personal aspect of our clients’ lives.”
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 Maryland, New Jersey, and Pennsylvania.
The Daily Record's 2024 Banking and Financial Services Power List was awarded to Molly Goetz on July 31st, 2024, based on the time period of the prior year. It was provided by The Daily Record and was selected by their editorial leadership team, with input from members of the community. Greenspring Advisors did not pay to be considered. 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. 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.
