Broker Check
Molly Reese Ward, CFP, CDFA

Molly Reese Ward, CFP, CDFA

Founder, CERTIFIED FINANCIAL PLANNERâ„¢ professional, Financial Advisor at Well Lived Wealth, LLC

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, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. 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.

California Insurance License # 0H65055

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.