Molly Bowe
Advisor Associate
As an Advisor Associate based in Wealthspire’s Melville office, Molly supports advisors and clients across both Melville and New York City. She helps manage client relationships, coordinates day-to-day requests, and supports the advisory team throughout the financial planning process. Her role combines the details behind a client’s financial plan with the ongoing coordination required to keep that plan moving forward. Prior to joining Wealthspire, Molly gained financial services experience as an Asset Management Compliance Intern with Fidelity Investments. She has also held office management and administrative roles with The Dover Group NY and Patrick Powers Customs Broker, giving her experience across financial services, operations, and client support. Molly earned a Bachelor of Business Administration in Finance with a concentration in Financial Analysis from the University of Massachusetts Amherst’s Isenberg School of Management and graduated from the Commonwealth Honors College. She also studied emerging markets at the Lorenzo de Medici Institute in Florence, Italy.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
