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713-402-6466

Molly Ward, CFP®, CDFA®

CERTIFIED FINANCIAL PLANNER™ Professional & Certified Divorce Financial Analyst®

713-402-6466

molly@welllivedwealth.com

Molly Ward, CFP®, CDFA® is the Founder of Well Lived Wealth, LLC and has more than 20 years of professional experience. A Texas native, Molly earned her Certified Financial Planner® professional...

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Tate Lowe, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

713-402-6428

tate@welllivedwealth.com

Originally from Wharton, TX, Tate Lowe is a graduate of Texas A&M University where he was a member of the Corps of Cadets and Parsons Mounted Cavalry. His career started with Equitable Advisors as a Financial Professional in 2015 and...

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Rebecca Tarver

Client Service Manager

713-402-6449

rebecca@welllivedwealth.com

Website: Watch My Video!A graduate of Texas A&M University, Rebecca is a client relationship associate who specializes in Investments, Insurance, Analysis, and Planning and is currently a candidate for CFP™. Her skilled...

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Ross Selvaggi

Client Service Associate

713-402-6435

ross@welllivedwealth.com

The newest addition to the WLW team, Ross was an intern for two summers before coming on part-time as a Client Service Associate. He graduated from Loyola in May and is currently a graduate student at Tulane. His patience and attention...

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Shannon MacIntyre

Marketing & Scheduling Coordinator

713-402-6460

shannon@welllivedwealth.com

Website: Watch My Video!As a Marketing Specialist, Shannon is constantly striving to create original content that is witty and engaging. She graduated from Baylor University with a degree in Public Relations, where she found a passion...

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Scheduling and Speaking Engagement Inquiries

info@welllivedwealth.com

Founder

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Marketing & Scheduling Coordinator

For Service
Client Service Manager

Client Service Associate

  • Ross Selvaggi

 


Well Lived Wealth, LLC

The Phoenix Tower
3200 Southwest Freeway, Suite 1800 Houston, Texas 77027
713-402-6466


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