Mollie Sebak

Vice President, Wealth Advisor

Areas of Expertise

Goal Alignment

Tax Strategies

Asset Allocation

Retirement Planning

Estate Planning

Qualifications & Experience

CERTIFIED FINANCIAL PLANNER® Professional
BS in Consumer and Family Financial Services, Ohio State University

Schedule AN APPOINTMENT Your Wealth Portal

Melbourne, FL

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Words to Live By

The biggest adventure you can take is to live the life of your dreams.

Oprah Winfrey

Client Experience Professionals

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Team Members

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About

A CERTIFIED FINANCIAL PLANNER™ with over 14 years of industry experience, Mollie studied Personal Finance at Ohio State University and has worked for fee-only firms since 2010. Mollie specializes in financial life planning and integrates qualitative and quantitative data to understand her clients' core values before crafting dynamic financial plans.

She collaborates with clients of all ages and circumstances, helping them prioritize and create flexible financial life plans that offer peace of mind and support their dreams. Recognizing that the only constant is change, Mollie continues to work closely with clients through every life decision and stage, serving as their voice of reason.

Mollie is based in Melbourne, FL, with her husband and fur baby. In her free time, she enjoys the local beaches, yoga, baking, and cherished moments with her family.