Posts by Molly Ward

Molly Ward, CFP®, CDFA® is the Founder of Well Lived Wealth, LLC and has more than 27 years of professional financial experience. A Texas native, Molly earned her CERTIFIED FINANCIAL PLANNER™ designation and built a wealth management firm before she had her first child at age 26. Since then, she has acquired a Certified Divorce Financial Analyst® designation, obtained the Collaborative Divorce Training and participated in financial programs at Harvard and Wharton Business Schools. She was named one of five advisors (and the only woman) to Equitable’s Elite Advisor Group Steering Committee out of 5,000 of her peers. She is a former associate’s roundtable Chair of James A. Baker III Institute at Rice University, a former member of the board of her local library and has held numerous PTO positions. Molly is currently a member of the Investment Committee at the St. Luke’s Foundation, the Houston Business and Estate Planning Council, as well as serves on the Board of Directors of Lone Oak Trust Company. She’s a regular blood donor and Kids’ Meals sandwich maker. Molly has a talent for creating meaningful financial plans based the client’s situation and future possibilities. As the leader of Well Lived Wealth, Molly finds satisfaction in teaching the next generation of advisors about the tax strategies that improve client’s finances and protecting their wealth for generations.