Molly Bryant is a planner at heart. Her drive to plan, coupled with a love for efficiency and an appetite to solve complex client concerns, motivated her to enter the world of finance.
Before joining Moneta, Molly worked at Goldman Sachs as an analyst, where she assisted their derivative trading desk in regulatory matters. While learning top-notch operational skills, Molly fell in love with the client experience. More recently, Molly made a move to Merrill Lynch’s Financial Advisor Development Program.
After starting her career in the broker-dealer industry, she realized she wanted a deeper relationship with clients. Molly sought a place to develop holistic client financial plans to align with clients’ values and future needs. She found the perfect fit at Moneta.
Outside of the office, Molly and her husband Preston enjoy cooking with friends, family and spending time with their dogs, Ozzie and Stuart and cat named Smoke. Molly is active in her local community.
When not working in the office, you will likely find Molly on the pickleball or squash court in her free time.
EDUCATION
- B.A., Economics and Markets & Culture, Minor in Business, Southern Methodist University
PROFESSIONAL DEVELOPMENT
- FINRA Series 66
- FINRA Series 7
COMMUNITY INVOLVEMENT
- Big Brother Big Sister, former Volunteer
