Molly Ward, CFP®, CDFA®

Molly Reese Ward, CFP®, CDFA®, is the esteemed Founder of Well Lived Wealth, LLC, with over 25 years of financial professional experience. A proud Texan, Molly achieved the designation of CERTIFIED FINANCIAL PLANNER® and established a wealth management firm before she had her first child at the age of 26.  Her career has been marked by significant accomplishments, including earning her Certified Divorce Financial Analyst® designation and participating in prestigious financial programs such as Retirement Planning Specialist program which is a title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School of the University of Pennsylvania and Credentialed Holistic Financial Coach from Columbia University.  Molly was distinguished as the sole female advisor on Equitable’s Elite Advisor Group Steering Committee from a pool of 4,000 peers.

An influential leader, Molly's past roles include serving as the Associate’s Roundtable Chair of the James A. Baker III Institute at Rice University and as a Board Member of her local library. Her current contributions include being an active member of the Investment Committee at the St. Luke’s United Methodist Church Foundation and the Houston Business and Estate Planning Council, as well as a Board member of Fort Worth's Lone Oak Trust Company. In 2026, she was ranked 33rd among approximately 4,000 Equitable Advisors and qualified for the Forbes 2026 Top Women Wealth Advisors Best-in-State list, highlighting her as a leader in the field.

Molly's community involvement is notable, with her commitment extending to regular blood donations and underwriting and serving meals at St. Luke's’ Gethsemane campus. Her leadership at Well Lived Wealth is characterized by a unique talent for crafting financial plans that resonate with her clients' present and future aspirations. Emphasizing tax strategies and wealth preservation, Molly is dedicated to mentoring the next generation of advisors, empowering them to enhance the financial well-being of her clients. Her leadership not only propels the firm forward but also ensures a legacy of financial security for generations to come.

Outside of her professional responsibilities, Molly is deeply committed to her family, cherishing the moments as her three children achieve life’s significant milestones. She is also an advocate for a healthy lifestyle, prioritizing nutritious eating and regular exercise. An avid hiker, Molly has set an ambitious goal of conquering at least one mountain peak over 14,000 feet every year, reflecting her adventurous spirit and dedication to personal growth. 

CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. The Credentialed Holistic Financial Coach title and custom coaching credential is available exclusively to financial professionals (FPs) of Equitable Advisors who seek to have deeper more personal conversations with their clients. The credential is awarded by Equitable Advisors, based upon the FP’s receipt of a certificate of completion of the Holistic Financial Coach Program. In a collaboration between Columbia University’s Coaching Center of Excellence and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. Columbia’s Coaching Center of Excellence has earned a global reputation as the “Ivy-league” of evidence-based, high-impact coaching education and training. To verify that an FP has earned and holds the title in good standing, contact Lynsey Capone-Smith at lynsey.caponesmith@equitable.com.  Equitable Advisors is the brand name of Equitable Advisors, LLC (member FINRA, SIPC) (Equitable Financial Advisors in MI and TN).