Mollie Taylor, CFP®
Wealth Advisor

Request an Appointment | Office Information

Mollie Taylor is a wealth advisor in Beacon Pointe’s New Orleans office and is passionate about providing integrated goals-based financial planning to help executives, professionals, and families achieve their wealth aspirations. Prior to Beacon Pointe and CBD Wealth Management (which joined Beacon Pointe in 2020), Mollie served in several positions in the financial and banking industries with Sterne Agee, Stifel Financial Corp., and Capital One Investing. She holds a B.S. in Economics with a minor in Accounting from Loyola University New Orleans. In addition, she holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Mollie is an active volunteer with many local schools and charities and serves on the St. Catherine of Siena Finance Committee. In her free time, Mollie enjoys spending time outside the office with her husband and two children. She is also a proud member of the Mardi Gras Krewe of Iris.