Molly Nelson, CFP®

Senior Wealth Advisor

Designations and Licenses

Molly is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Molly provides clients with comprehensive wealth management services to help them achieve their goals and provides integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner Wealth Advisors, Molly was a wealth advisor with Avantax Planning Partners, where she worked closely with CPA affiliates to provide wealth management solutions for their planning needs.

Molly has a bachelor’s degree from the University of Oregon.

Personal Interests

Away from the office, Molly enjoys spending time with friends and family, volunteering at her children’s school (where she creates the annual yearbook) and constantly looking for new ways to learn more and live life to the fullest.

Molly’s Office

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