Mollie provides general operational support for the Financial Planners and Client Service Specialists. She interfaces with our clients’ custodians for account maintenance, processing transfers, and preparing forms. She is also responsible for scanning and filing all documents in a timely manner. Prior to joining the Pure team, Mollie worked for Northwestern Mutual as a Financial Representative where she earned her FINRA series 6 license and serviced clients with financial planning and risk management.
Mollie graduated with a Bachelor of Science in Business Administration with an emphasis in Management from California State University Long Beach. While attending college, she gained experience in the financial services industry by working as a Financial Advisor Assistant at a Wealth Management firm in San Diego. She will continue to aid the operations team as she begins the study program for the CERTIFIED FINANCIAL PLANNERTM designation. Mollie has lived in San Diego her whole life, where her family also resides. In her spare time, she enjoys swimming, watching movies, and spending time with her family and pets.