Molly Townsend, CFP®

Vice President–Wealth Management & Financial Advisor, UBS Financial Services Inc.

Leading the team’s financial planning process, Molly works closely with a broad range of multigenerational clients to gain an understanding of their priorities and help them articulate their goals. She provides knowledgeable access to the global resources of UBS as she helps to model financial plans and put investment strategies into motion. Analyzing clients' retirement, education, tax, philanthropy and wealth transfer opportunities, she prides herself on her ability to connect individually with clients and talk about the things that matter most to them. Molly manages the team's 401(k) plan practice, and specializes in insurance, annuities, Social Security, pension income and 529 plans. On any day, she may discuss the risks of a highly concentrated position with an executive, help a widowed client navigate Social Security and survivor benefits, or work with a family to explore lending options for a vacation home. With all the ways her clients turn to her for advice and guidance, Molly prides herself on helping them live their lives to the fullest.