Molly specializes in account opening, meeting and report preparation, as well as technology troubleshooting. She enjoys meeting with clients and being able to assist clients in working towards their financial goals.
Molly graduated from Alfred State College in May 2020, with a bachelor’s degree in Financial Planning. She is training to become a Financial Advisor. Miss Cole has completed her SIE, and Series 6 and 63 examinations and is now working on her Series 65.
Molly was a graduate of the 2023-2024 Leadership Allegany Cohort, and participated in the Osaic Wealth, Inc, Jump Start Financial Planning Program in 2024-2025.
An active member of her community, Molly serves as the President of the Wellsville Development Corporation, is a board member for the Alfred Housing Committee, Inc. the WDC Liaison for the Wellsville Area Chamber of Commerce and is a committee member for The Educational Foundation of Alfred, Inc.
After business hours, Molly cherishes spending time with her dog, Remy. She often dives into a good book, takes long walks, tries out new dishes in the kitchen or spends quality time catching up with friends and family.