MOLLY GOETZ

Partner & Practice Lead

Greenspring Advisors

Molly is a certified financial planner and a certified divorce financial analyst. As a partner and practice lead in the firm’s Private Client Group, she brings more than 25 years of experience in the financial industry.

Before joining Greenspring, she held various roles within Deutsche Bank’s Institutional Equity Division and worked as an associate at a private equity firm. She specializes in helping clients assess their long-term financial goals and works closely with them to develop, implement, monitor and periodically reassess financial plans. She serves as chair of the firm’s Financial Planning Committee, is a member of the Investment Committee and co-leads Greenspring’s Women and Wealth initiative. She also serves on the Investment Committee for Pickersgill Retirement Community.

What advice would you offer someone interested in banking and finance as a career?

Don’t be intimidated by this industry! Banking and finance is not just about financial statements, spreadsheets, and ratios. This industry is primarily about people and relationships. If you enjoy working with people and are willing to learn, you can have a successful career in this industry.

What are the biggest challenges facing your industry?

The evolving landscape of cybersecurity is a challenge. We are constantly making sure we keep our client’s data secure as well as our firm data. We take privacy and security very seriously.

If you weren’t in this industry, what would you be doing?

I would probably be a teacher. I have always loved learning new things and learning form others. The collaboration that can happen in a classroom is magical.

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This profile is part of The Daily Record’s Banking & Financial Services Power List for 2025. Information used in this profile was sourced from the honoree. See the full list at origintdrdev.wpengine.com.