Molly Rambo, CPFA
President / Financial Advisor
Molly Rambo has been advising and advocating on behalf of her clients since 1990. Although her education of a B.S. in Finance and Master's of Education has been helpful for her career, she considers the most important elements of her experience to be listening to her clients' concerns, researching, and preparing personal solutions to help them work towards their financial goals.
The majority of Molly's time is engaged in client meetings, case development for retirement income planning and investment planning issues. Molly strives to stay abreast of the daily changes in the industry and needs of her clients. She is committed to a careful, client-centered approach to her practice so that her clients can make the most of their financial lives as they engage with the personal mile markers in their lives.
Molly enjoys a wonderful network of support and friends at LPL Financial since she started and has embraced the resources available to help her clients.