Molly Rimes, CFP®
Financial Advisor @ Modera Wealth Management
About
I am part of a dedicated team that delivers highly customized solutions to clients seeking financial counsel. My goal is to provide excellent, attentive service, and to ensure that the information and advice I deliver is clear and customized to each client’s specific needs and goals. Our firm operates on a fee-only model that puts our clients’ needs ahead of our own. Modera provides investment management, financial planning, tax planning, trust services, and business retirement services to families and businesses in 19 offices across the east coast. Learn more at moderawealth.com. Due to regulatory considerations, please note that Modera Wealth Management, LLC cannot accept any endorsements or recommendations of it or its staff. As a result, please do not endorse Modera Wealth Management, LLC or its staff or post any endorsements on this LinkedIn page. Also, please be advised that Modera Wealth Management, LLC is not responsible for any post here by any third party and does not encourage anyone to post here on its behalf. The opinions and views expressed by those who are not Modera employees do not represent Modera’s views, and they do not, and are not intended to, constitute personalized advice on any subject. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
United States
New York City Metropolitan Area
Financial Services
Microsoft Office, Research, Public Speaking, Customer Service, Leadership
Experience
Financial Advisor
Modera Wealth Management
New York City Metropolitan Area
Modera provides thoughtful wealth management to discerning individuals and organizations. Overseeing $15.5 billion in regulatory assets under management as of December 2024, we operate on a fee-only model that puts our clients' needs ahead of our own. To learn more about what makes Modera unique in the financial advisory world, please visit www.moderawealth.com.
Senior Planning Associate
Modera Wealth Management
New York City Metropolitan Area
Modera provides thoughtful wealth management to discerning individuals and organizations. Overseeing $12.5 billion in regulatory assets under management as of December 2023, we operate on a fee-only model. We examine and evaluate each client's entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. To learn more about what makes Modera unique in the financial advisory world, please visit www.moderawealth.com.
Planning Associate
Modera Wealth Management
Modera provides thoughtful wealth management to discerning individuals and organizations. Overseeing $11 billion in regulatory assets under management as of July 2023, we operate on a fee-only model. We examine and evaluate each client's entire financial picture, offer prompt responses to their questions, and present customized solutions that always put their interests before our own. To learn more about what makes Modera unique in the financial advisory world, please visit www.moderawealth.com.
Financial Planning Associate
InsMed Financial Wellness
New York City Metropolitan Area
Finance Intern
Margaret Good for Congress
Tallahassee, Florida, United States
Worked primarily remotely, conducting research into prospective donors Communicated with call time manager to update call sheets and determine suggested asks Utilized NGP 8 to update information to generate call sheets Called constituents and donors for updates on the campaign, as well as small dollar asks (<$200)
Development Intern
Florida State University - Department of Undergraduate Studies
Tallahassee, Florida Area
Analyzed scholarship programs at U.S. universities nationally and proposed improvements to FSU’s Presidential Scholars Program Explored grant-making opportunities and proposed application plans Developed stewardship plan and performed outreach to potential FSU donors
Finance Intern
Florida Senate Victory
Tallahassee, Florida
Legislative Intern
Florida Representative Anna V. Eskamani
Tallahassee, Florida Area
Conducted legislative research on education and criminal justice issues for the Representative and Senior Staff Drafted bill summaries, constituent letters, and social media posts for the Representative and Senior Staff Communicated with constituents and handled unemployment casework
Education
Florida State University
Political Science
Molly Rimes, CFP®'s Contact Information
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