Molly Beeman, MBA
Client Associate
(301) 798-9319 – Email
EDUCATION:
Frostburg State University
LICENSE(S):
Series 7, Series 66,
Life & Health Insurance License
Molly Beeman serves as an LPL Registered Client Associate at Boggs & Company Wealth Management, bringing more than a decade of experience and a deep commitment to service. Since joining the firm in 2012, she has played an essential role in building and maintaining strong client relationships. Molly thrives on the variety each day brings and is energized by opportunities to learn, grow, and support both clients and the advisory team.
Working closely alongside the firm’s financial advisors, Molly provides operational support and manages a wide range of daily client requests. Her attention to detail, reliability, and warm communication style help create a seamless and efficient client experience. She takes pride in making sure clients feel cared for, heard, and supported—no matter how big or small their needs may be.
Molly’s academic background in accounting, combined with her MBA, provides a strong foundation for understanding the financial complexities clients face. Her Series 7, Series 66, and Life & Health Insurance Licenses further reinforce her ability to support the advisory team and assist clients with confidence and clarity. Over the years, she has become a trusted, steady presence within the practice.
Growing up in the area, Molly has a deep appreciation for her community and the people she serves. Outside of work, she enjoys spending quality time with her husband, Rob, and their daughter, Josie. Whether at home or out in the community, family time remains at the heart of her life.
OUR TEAM
Offering our clients sophisticated wealth management strategies to grow, preserve and transfer generational wealth.
OUR SERVICE
We offer objective advice for every phase of your life and guide you as you navigate your financial roadmap.