Molly Girard

Molly Girard

Biographical Info Working as a Partner with The Chicago Group as a Financial Advisor, CERTIFIED FINANCIAL PLANNER™, and CPA® (licensed but non-practicing), I focus on delivering sustainable, comprehensive and transparent financial solutions to my clients. I work with a highly accomplished group of families, individuals and non-profit organizations who tend to have complex balance sheets that call for integrated solutions across multiple wealth management disciplines. Combining my talents with the vast global resources of Morgan Stanley, I can provide access to whatever capabilities are needed to help my clients clearly define and strategically pursue their financial objectives. I customize every aspect of each relationship, not only crafting personalized investment strategies but also assembling a coverage team based on specific requirements. When you and your organization choose to work with me, I will bring clarity and control to your financial life and mission. I go to great lengths to understand your needs and preferences, and report on your progress toward your goals with uncommon transparency and detail. I will coordinate my efforts with your tax and legal advisors to deliver cohesive solutions to address your financial priorities. I will help you in making well-informed decisions and put them into action. My approach emphasizes highly personalized service and transparency, so I always know what’s happening in your life, and you always know what’s happening with your wealth. I look forward to discussing the goals you have established and how I can help you reach them.

Email Address [email protected]

Phone Number (847) 602-3917

Business The Chicago Group at Morgan Stanley

Position Financial Advisor

Business Address 227 W Monroe, Suite 3400, Chicago, IL 60606

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