Allowing someone into your world of finances is deeply personal. Our relationship begins with a transparent and straightforward process to identify where you are today, where you want to be and begin to identify how to get there. I want to know "what is most important to you", your priorities and your goals.
What you can expect from me:
- Personalized strategies
- Clear explanation of costs
- Work alongside with your CPA, estate attorney and other professionals
I attended Roger Williams University and graduated with a dual bachelor's degree in finance and marketing. I also hold General Securities Representatives (Series 7), Uniformed Combined State Law Examination (Series 66), and life and health insurance licenses as well as the CRPC™ and CFP® professional certifications.
At an early age, I began saving and setting goals. Whether it be retirement, college savings or estate considerations, I believe strongly in making your money work for you. Together, we will create a strategy for your retirement and most importantly, how those finances relate to your health, family and purpose during retirement.
Outside the office, I actively participate with the Savannah Jaycees and volunteer in the Savannah community. In my free time, I can be found playing pickleball or just enjoying many of the outdoor activities the Savannah area has to offer with my fiancé, Wayne.
Together with Maria Ramos, senior branch office administrator, we focus on you and what's most important to you. We pride ourselves in setting a high standard of customer service. Let us hear what's "most important to you".
- Wealth Strategies
- Portfolio Reviews
- Retirement Savings Strategies
- Business Retirement Plans
- College Savings
- Socially Conscious Investing
My Personal Interests
- Community Outreach
- Spending Time with Family
Office Address101-B W Park Avenue
Savannah, GA 31401 opens in a new window
Phone NumberMolly Petrone at (912) 233-8656
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