Mollie N. Crocker, CFP®, CDFA®, AIF®

crockerresized
 

 

CERTIFIED FINANCIAL PLANNER™ Professional

Mollie-Crocker-Designations
 

Professional Registrations:

  • FINRA Series 7, 63, and 65 securities registrations (1986)
  • CERTIFIED FINANCIAL PLANNER™ (2015)
  • Accredited Investment Fiduciary® (2012)
  • Certified Divorce Financial Analyst® (2013)
  • Life, health, and long-term care insurance licenses (1991)
  • FIVE STAR Wealth ManagerSM (2015, 2016, 2017, 2018)*

Mollie Crocker joined Foundation Financial Advisors, Inc., in December 2011. She brings with her more than 26 years of knowledge and experience in the financial service industry. Although she has seen many changes in the markets and the industry, her love of investments and helping people achieve their financial goals has never wavered. Mollie feels she helps her clients the most when they are going through transitions, whether it is a job change, sending children to college, navigating divorce, losing a spouse, or embarking on retirement.

Mollie has a particular passion for helping people who lose a spouse unexpectedly. When Mollie was ten, her father died. She saw firsthand how her widowed mother struggled to find money and security to raise four kids, and she gets deep satisfaction when she is able to help clients navigate these changes.

She has also helped many clients avoid making common financial mistakes that can occur with divorce. While Mollie recognizes the process can be unsettling, she likes knowing that clients come through the other side of the divorce able to move forward with a plan that suits them and their new goals.

Five years ago, Mollie started playing tennis again and was hooked. She tries to get on a court every day she can, and now plays competitive tennis in the local USTA league. Mollie also enjoys spending time in her gardens, where she attempts to create a classic English perennial garden and a vegetable garden. Both she and her husband, Cary, enjoy cooking, using produce from their garden, and traveling. They try to plan one major trip a year. Often after a trip, they come home and try to recreate some of the delicious meals they had during their travels, like lamb tagine with orange-flavored couscous from their trip to Paris.

Mollie and Cary recently celebrated their 25th wedding anniversary. They have two beautiful daughters, Katie and Caroline. Currently, Caroline is studying at the University of New Hampshire and Katie is attending graduate school in England. It has been a year of transitions in the Crocker household, and they cannot wait to see what is in store for the future.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1759 Baltimore area wealth managers were considered for the award; 232 (13 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.