Molly Goetz, CFP®, CDFA®

Partner & Practice Lead

Experience & Expertise

Molly is a Partner & Practice Lead in the firm’s Private Client Group. She has spent her entire career in the financial industry. Prior to joining Greenspring, she worked in various capacities in the Institutional Equity Division of Deutsche Bank and most recently was an Associate at a private equity firm. Molly specializes in helping clients assess their long-term financial goals and then works closely with them to develop, implement, monitor, and periodically reassess a financial plan so that these objectives are successfully met. Molly is also a member of the firm’s Investment Committee.

Favorite Thing About Working With Clients

“Empowering people to take control of their financial future.”

My Philosophy On Client Service

“Be proactive in anticipating clients’ needs and questions and provide strategies based upon sound analysis.”

B.A. from University of Virginia
MBA from Loyola University
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst
Baltimore, MD
University of Virginia and Loyola University
Education
Reading
History
Cooking
Running
Master Your Craft
What I Love About Greenspring

“The emphasis on teamwork.”