Molly M Lueder, CFP®, CLU®, ChFC®

Financial Advisor

Professional

Before Molly McEvilly can speak intelligently about the services that might be appropriate for you and your family, Molly McEvilly needs to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know. Molly provides a high level of specialized service to all of her clients, giving them the individualized attention they deserve.

In addition, Molly McEvilly is passionate about mentoring and coaching other financial representatives.

Philosophy

Molly McEvilly has a professional practice that she loves, helping professionals, individuals and businesses create financial security solutions that most safely help them get to where they want to be.  Molly provides comprehensive financial services through a network of specialists.

Molly loves to surprise people with how much clarity and excitement she can help them capture in minutes instead of hours and hours.

Career Achievements

Molly McEvilly is dedicated to lifelong learning as a way to further enhance her clients’ experiences. Molly holds qualifications, certifications, or membership in the following organizations:

CERTIFIED FINANCIAL PLANNER (CFP® )

Chartered Life Underwriter (CLU® )

Chartered Financial Consultant (ChFC®)

Million Dollar Round Table (MDRT) 

National Association of Insurance and Financial Advisors (NAIFA)

Education

Bachelor of Science Degree in Personal Finance, University of Wisconsin - Madison

 

Education

Degree Major Institution
Bachelor of Science Personal Finance University of WI - Madison
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck