Get to Know Molly

Molly Goetz, CFP®, CDFA®

Senior Financial Advisor

Hometown

Baltimore, MD

Alma Mater

University of Virginia and Loyola University

Favorite Philanthropy

Education

Interests
  • Reading
  • History
  • Cooking
  • Running
Favorite Greenspring Core Value

Master Your Craft

Experience & Expertise

Molly is a Senior Financial Advisor in the firm’s Private Client Group. She has spent her entire career in the financial industry. Prior to joining Greenspring she worked in a variety of 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 a member of the firm’s Investment Committee.

Education, Awards and Recognition

  • B.A. from University of Virginia
  • MBA from Loyola University
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Divorce Financial Analyst

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.”

What I love About Greenspring

“The emphasis on teamwork.”

Molly's Recent Posts

May 4th 2018


Molly Goetz, CFP®, CDFA®, Senior Financial Advisor
December 10th 2017


Molly Goetz, CFP®, CDFA®, Senior Financial Advisor
March 6th 2018


Molly Goetz, CFP®, CDFA®, Senior Financial Advisor