Molly Reese Ward, CFP® , CDFA®

Molly Reese Ward, CFP® , CDFA®

Founder and Financial Advisor at Well Lived Wealth, LLC

Office: (713) 402-6466
E-mail:

Website: Visit my web site!

 

Molly Ward, CFP®, CDFA® and Founder of Well Lived Wealth, LLC is a Financial Planner based in Houston with more than 20 years of professional experience.  Molly earned her Certified Financial Planner® designation 2 decades ago. Since then, she has participated in Equitable’s programs at Harvard and Wharton Business School and serves on the Equitable’s Elite Advisor Group Steering Committee.  She serves on the board of her local library the investment committee of her church’s foundation, and former roundtable Chair of James A. Baker III Institute at Rice University.

When Molly is not helping clients take control of their lives through financial management, you can find her throwing a baseball in the front yard with her 12-year-old son, dog walking with one of her teen daughters, paddle-boarding on gorgeous Texas Hill Country Rivers, playing tennis with a friend, or hosting weekly Friday Fajitas parties at her open home. Her fitness obsession has taken her on Olympic-distance triathlons, half-marathons at 10,000 feet of elevation, hikes above 14,000 feet, and 100-mile bike races.

Well Lived Wealth, LLC

3200 Southwest Freeway, Ste 1800

Houston, Texas 77027

(713) 402- 6466   |    www.welllivedwealth.com

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Securities offered through Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through Equitable Advisors, an investment advisor registered with the SEC.  Annuity and insurance products offered through Equitable Network, LLC. 

Well Lived Wealth is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and Equitable Network are brand names for Equitable Advisors, LLC and Equitable Network, LLC, respectively.

CL Lic # 0H65055

Certified Financial Planner Board of Standards, Inc owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete the CFP Board’s Initial and ongoing certification requirements.

California Insurance License #: 0H65055


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck