Molly Passalacqua has joined Copper Leaf Financial as a Wealth Advisor. Molly has a bachelor’s degree in Corporate Finance and Accounting from Bentley University, holds the Certified Wealth Strategist (CWS) designation, and the Certificate in Financial Planning. She is currently working toward achieving the prestigious Certified Financial Planner (CFP) certification in 2021.
Molly brings a wealth of experience in the finance industry. She began at JP Morgan, as a Senior Analyst, focused on mutual fund and partnership tax. Most recently she spent seven years with BNY Mellon Wealth Management as a Wealth Manager with deep experience in Private Banking. Molly will work with Copper Leaf clients to help them define their financial and lifestyle goals which she will then use to develop custom-tailored plans that integrate all aspects of their lives.
Copper Leaf Financial, LLC is a fee-only, registered investment advisor, serving clients nationwide from offices in Williston and Rutland, VT. The firm provides true wealth management to successful business owners, professionals and families seeking tax-aware, holistic, evidence-based planning and advice. The firm has served clients with expert staff including experienced CPAs and Certified Financial Planner™ professionals.