Mollie Greenwood, CFP®, CDFA®

Mollie Greenwood, CFP®, CDFA® is a financial advisor and cofounder of GEM Wealth. As a CERTIFIED FINANCIAL PLANNER™, Mollie has been serving individuals and families in the financial services industry since 2014. She is committed to equipping each person she encounters with the tools and knowledge needed to retire with dignity, while protecting themselves and their families from uncertainty and risk in both the present and future.                                                                                  

Mollie began building her business within the Retirement Benefits Group, where she specialized in serving those in the non-profit sector. Her work focused on helping clients coordinate their state pensions with employer-sponsored retirement plans. Through this experience, she identified persistent misconceptions about women and finance and founded GEM Wealth to create a space where female decision-makers are empowered with education, confidence, and clarity. She is passionate about bridging the gap in financial literacy for both men and women, offering not only technical guidance but also empathetic support in planning and decision-making.

Mollie’s passion for helping others is rooted in her personal journey. As the firstborn of triplets, she was inspired by the dedication and balance modeled by her parents. She believes everyone deserves access to education, empowerment, and financial planning that leads to long-term success.

Mollie was born and raised in Dallas, TX. In 2014, she obtained her bachelor’s degree from Baylor University. Today she is focused on serving the community, continuing her education, and spending time with her family, including her husband, daughter and two dogs. In her free time, Mollie enjoys running, traveling, and trying new restaurants.