Molly Hartrich
Molly Hartrich, CFP® is a Financial Advisor with the Briggs Wealth Management Group at Merrill Lynch Wealth Management. She advises corporate executives, business owners, high-achieving professionals, and affluent families seeking sophisticated wealth management and personalized financial planning.
Before beginning her career in financial services, Molly spent years training as a ballet dancer, where she learned that exceptional outcomes require discipline, preparation, attention to detail, and precise execution. Those same principles continue to shape her approach today.
As a CERTIFIED FINANCIAL PLANNER® professional and next-generation advisor, Molly helps individuals and families navigate the increasingly complex financial decisions that come with success. She specializes in tailored wealth planning, tax-efficient strategies, retirement planning, alternative investments, and multigenerational wealth transfer.
Working closely with clients and their other trusted advisors, Molly helps identify opportunities surrounding tax-aware investing, equity compensation, business ownership, charitable giving, concentrated stock positions, liquidity events, and legacy planning. Her goal is to help clients keep more of what they earn, deploy capital intentionally, and align their wealth with the life they want to build.
Molly began her career in financial services in 2015 and spent eight years at The Vanguard Group before joining Merrill in 2023. Her experience spans financial planning, investment strategy, and behavioral coaching, helping clients turn financial complexity into confidence.
Known for her thoughtful and relationship-driven approach, Molly believes great advice begins with understanding what matters most. She takes the time to learn about her clients' families, careers, businesses, and aspirations before developing tailored strategies designed to support their long-term goals.
Molly graduated from Villanova University with degrees in Humanities and Business and serves on the Board of the Villanova Alumni Club of Chicago and the Professional Board of PAWS Chicago. As a working mother, she understands the competing demands successful professionals and business owners face and strives to be a trusted advisor who helps clients move forward with clarity, confidence, and purpose.
Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
We chose to be part of the financial services industry to help others. This passion to help stems from collective experience and the financial challenges we have watched friends, families or ourselves experience in the past. As witnesses to challenges faced by important people in our lives, we recognized the need for a professional and caring team to help others realize the life they want. Our purpose is to help others define their goals, establish a wealth management approach centered on their priorities and then help them manage the inevitable changes in life.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
