Mollie Privett, CFP®
Wealth Advisor

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Mollie is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Mollie worked as an Associate Wealth Advisor at Morton Wealth. She currently holds the Certified Financial Planner™ (CFP®) designation and she graduated from California State University Long Beach with a degree in Business Management. Mollie is originally from San Diego but now resides in Newport Beach. Outside of work, Mollie enjoys being at the beach, spending time with friends and family, and watching sunsets!

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