Molly Goetz

Molly Goetz Named Finalist for Excellence in Mentorship and Allyship Award

Greenspring Advisors
Erin McCabe
443-564-4600 |

September 28th, 2023

Molly Goetz Named Finalist for Excellence in Mentorship and Allyship Award

Towson, MD – September 28th, 2023 – Greenspring Advisors is pleased to announce that Partner & Practice Lead, Molly Goetz, CFP®, CDFA®, MBA, was named as a finalist for the Women in Wealth Management Awards’ Excellence in Mentorship & Allyship award.

This award is open to both men and women who have acted as both mentors and allies to women in the wealth management industry. According to The Carson Group, this award is for individuals who have openly supported women through career advice in growing their practices, navigating through their organizations, getting paid fairly, or creating a culture of empowerment at their firm that empowers women to advance and bring their true selves to work.

Molly serves as a mentor in many capacities- especially through her role with Greenspring Advisors. “Since stepping into the role of my mentor, she has inspired me to reach for higher goals while also assisting me with the things that I need to do to achieve those goals,” said Monyai Stukes, one of Molly’s mentees. “Molly is caring, understanding, and willing to help in any way she can.”

In addition to being Greenspring Advisors’ first woman partner and active mentor, Molly served as a co-founder for the Greenspring Advisors’ Women & Wealth Initiative. “Since the launch, Molly has been instrumental in the group’s success by facilitating Conversation Circles for our team, focusing on professional and personal development,” said Laura Stoner, Director of People Operations at Greenspring Advisors.

“While women have historically been underrepresented in finance, progress is being made,” said Molly. “I am thrilled to be part of a team that is leading the way forward for women in a field as rewarding as wealth management.”

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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, progressive, and unbiased 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.

Women in Wealth Management’s Excellence in Mentorship and Allyship award was awarded on September 25th, 2023 based on the time period of August 2023. It was provided by The Carson Group and Greenspring Advisors did not pay for consideration.

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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