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Molly McMahon

Cambridge

Investment

Research, Inc.

SEI

Danielle brings over twenty four years of experience in the financial field to the table for your benefit. With a degree in business marketing, she joined her husband’s life insurance practice back in 1993. Compelled that people needed process before product, she saw an opportunity to help people create healthy financial lives. She has been on a journey of growth and discovery and client service ever since. She is a Certified Financial Planner practitioner. She has been trained as a financial life planner with Money Quotient® and is a Certified Kingdom Advisor®.  She is the author of ‘Your Financial Revolution’ – Time to Recognize, Revitalize and Release yYour Financial Power.

Wealth by Design, LLC is a boutique firm providing financial life planning, asset management and financial advisory services in Aspen, Basalt, Carbondale, Glenwood Springs, and other Colorado locales, with a dedicated team to serve you. Your needs for financial planning, investment advisory and asset management can be met in one place.

Danielle is a Colorado native and has lived in the Roaring Fork Valley for the past 30 years. She and her husband Mark have four children and live in Glenwood Springs. Danielle loves to cook and host friends and family to savory, fun evenings in their home. Taking full advantage of where they are blessed to live, she and Mark love to get on the rivers, bike, and hike in the summers, and ski, snowshoe or cuddle up with a good book in the winters. She enjoys travel, and is a fervent student of live, yet relishes her home base in the beautiful Roaring Fork Valley.

Molly is passionate about making the client experience at Wealth By Design inviting, comfortable, and professional.

Money is not an easy topic to delve into and your experience with Molly – from setting up your client discovery meeting to moving money into one of our asset management programs will be met with utmost discretion, proficiency and ease.

In 2017 she successfully completed her Series 65 licensing requirements. The Series 65 qualifies her as an investment advisor representative. This rigorous course of study and testing brings added value to serving our client base in her role as client relationship manager or as we say “clientologist extraordinaire”.

Molly brings with her previous experience as Senior Client Services Associate with Alpine Bank Wealth Management with a focus on client support and development.   Molly’s commitment to excellence and attention to detail bloomed over her 19 years of working in the family furniture business in Basalt. She filled the roles as GM, bookkeeper, buyer and sales associate.

When not at her desk, she is a mom-extraordinaire of two teenagers and a King Charles Cavalier Spaniel.  To keep herself sane and distress from a busy day at WBD, she practices hot yoga and gets outside to enjoy all the valley has to offer.

She will walk alongside Danielle as we fulfill our commitment to “Take a Personal Interest in your Financial Well-being”.

Just as you have the opportunity to choose your financial professional, we in turn can choose our independent broker-dealer. As an independent financial firm, we are not an employee of an investment or financial services firm – we are independent business owners. Therefore, we are not pressured or distracted by corporate interests and can focus on what is best for you and your financial goals. We are proud that our values – integrity, commitment, flexibility, and kindness – are shared with our broker-dealer, Cambridge Investment Research, Inc. (Cambridge).

 

 

 

 

Together, we focus on a common priority – you.

As one of the most respected and largest privately held independent broker-dealers in the U.S., Cambridge is owned entirely by its management and financial professionals. With Cambridge, we have total independence as to how we operate our business while they provide all of the back office support in compliance, marketing, licensing, and regulation. They also provide access to a first-rate network of people, products, and resources, enabling us to customize a financial plan that helps you realize your dreams for today and prepare for tomorrow. Collectively, we offer you the opportunity to work with an independent financial advisor combined with the ability to access a wide range of diversified financial products and a wealth of investment resources.

As part of the Wealth By Design team, we have partnered with SEI, a global leader in wealth management solutions.  For more than 40 years, SEI has created innovative solutions to meet the needs of managing wealth.  Our strategic partnership with SEI is designed to increase our operational efficiency, resulting in lower fees and a focus on risk management.

SEI was founded in 1968 and has over 204 billion in assets under management as of June 30th, 2013.  They are headquartered in Oaks, Pennsylvania with over 2,600 employees worldwide.  They have 100 Investment Analysts across the globe that look at quantitative and qualitative analysis as part of their multi-manager approach to optimize returns.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you access these links you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.

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