Molly Manning serves as a point of contact for all client service-related needs. She is responsible for establishing, maintaining and building relationships with clients as well as trusted client fiduciaries. Molly manages daily client transactions and inquiries relating to account maintenance and coordinates requests directly with custodians, Charles Schwab
Molly holds a Bachelor’s in Business Administration from Villanova School of Business in Finance and Accounting. Molly was an integral member of the Villanova softball team and was named a BIG EAST Academic All-Star during her tenure. She holds series 7 and 66 licenses.
Originally from Ponte Vedra Beach, Florida, Molly lives in New York City and enjoys cooking and spending time with her fiancé, Darrin.