STANDARD PRESS RELEASE
RELEASE DATE: May 21, 2020
FOR IMMEDIATE RELEASE
GREENSPRING ANNOUNCES MOLLY GOETZ, CFP®, CDFA® APPOINTED PARTNER
Towson, MD, May 21, 2020 – Greenspring Advisors, an independent, fee-only Registered Investment Advisor that serves individuals and businesses from its offices in Maryland and New Jersey, announced that Molly Goetz, CFP®, CDFA® has been promoted to partner of the firm effective Spring 2020.
As a Partner and Practice Lead for the firm’s Private Client Group, Molly specializes in helping clients assess their financial goals and develop a plan to meet those objectives. A primary focus for her is helping women in transition.
Patrick Collins, one of Greenspring’s founders, stated, “This promotion is a reflection of Molly’s many accomplishments at the firm. She’s demonstrated excellence with her approach to local relationship development, her commitment to her clients, and her tireless efforts to empower women to take control of their financial futures”.
Collins also mentioned Goetz’s appointment as a representation of things to come. “Molly’s promotion not only confirms her professional achievements, but as Greenspring’s first female partner, reflects her shining example of leadership. It’s a preview of more opportunities to come for the other emerging leaders at the firm, female or otherwise.”
Molly joined Greenspring in 2012 and is also a member of the firm’s Investment Committee.
Greenspring Advisors, established in 2004, is one of the top five largest registered investment advisory firms in Maryland, and was built on the fiduciary principle that the client comes first. Greenspring is an independent, fee-only firm that specializes in providing investment advisory services to retirement plan fiduciaries, foundations, and endowments; and comprehensive wealth management services and financial planning to private investors. The firm has offices in Towson, MD and in Paramus, NJ.
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.