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Molly O'Shaughnessy Rohrer, CRPC, Financial Advisor at Morgan Stanley

Molly O'Shaughnessy Rohrer, CRPC, Financial Advisor at Morgan Stanley

2000 44th St S, Suite 402, Fargo (ND), 58103, United States

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(701) 492-2431

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About I harness Morgan Stanley’s global resources and intellectual capital to help create a financial strategy that works for you.
Molly O'Shaughnessy Rohrer, CRPC, Financial Advisor at Morgan Stanley cover
Description Assistant Vice President | Resident Manager | Financial Advisor

A seasoned professional with more than 15 years of industry experience, Molly enjoys working with financially successful individuals and families, providing highly personalized advice through a disciplined wealth management approach.

Molly’s extensive financial services background helps her develop customized strategies. She takes into account where you are now and where you see yourself and your family in five, 10 or 20 years. She looks at your wealth today and utilizes various tools to help forecast your expected income and spending. And to deliver appropriate strategies designed to strengthen the financial independence you've worked your whole life to achieve, she utilizes the global resources and intellectual capital of Morgan Stanley.
Molly is dedicated to helping each of her clients achieve their personal and professional financial goals, which often include:

• Managing a life-changing event with confidence
• Saving effectively so children can attend the colleges of their choice
• Planning for a successful retirement
• Financing a major acquisition
• Utilizing Tax Minimization Strategies
• Achieving long-term charitable and philanthropic goals

Molly’s passion has always been to help clients fulfill their financial goals and aspirations. She takes pride in helping clients oversee and manage their finances, so they may take care of the people they love, spend more time pursuing the activities they enjoy and support the causes that are most important to them.

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  • 2000 44th St S, Suite 402, Fargo (ND), 58103, United States
  • Get Directions

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