- 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.
Ten 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 34th wedding anniversary. They have two beautiful daughters, Trew and Caroline. Currently, Caroline is getting a graduate degree in Library Sciences at the University of Maryland and working for me part time and Trew is working and living in DC thinking about her next career moves. It has been a year of transitions in the Crocker household, and they cannot wait to see what is in store for the future.
*2015-2019, 2021-2023 Five Star Wealth Manager Award, created by Five Star Professional. The 2023 award was presented in 1/2023 based on data gathered within 12 months preceding the issue date. 2,126 advisors were considered, 256 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.