Merrill Advisor Named One of 2019 Top Wealth Advisor Moms

Molly Chelovich, wealth management advisor with Merrill in Grand Rapids, was recently named to Working Mother/SHOOK Research’s “Top Wealth Advisor Moms” list, which recognizes the nation’s best financial advisors who have children living at home under the age of 21.

Molly is a certified financial planner and portfolio manager. She started at Merrill as an intern and joined the firm as a financial advisor after graduating Butler University where she earned a Bachelor of Science degree in marketing and a minor in economics. She received additional executive education from Yale University.

At Merrill, Molly leads the team’s planning-based initiatives and is devoted to working with both spouses whenever possible. Molly helps clients make determinations on retirement planning, business expansion, gifting strategies, and delivers a fresh perspective and thoughtful solutions that serve clients, their families and their businesses.

Molly serves on the Grand Rapids Community Foundation’s Professional Advisory Committee; is a member of Grand Rapids Community Foundation’s Scholarship Selection Committee; and a volunteer with West Side Walk for Gilda’s Club.