Meet Molly Passalacqua
We are very excited to introduce our new Wealth Advisor, Molly Passalacqua! Molly’s passion is to help Copper Leaf clients define their financial and lifestyle goals and develop customized plans for how those objectives can be achieved. The ultimate goal is a customized wealth management plan designed to integrate every aspect of their lives.
Molly has a Bachelor of Science in Corporate Finance and Accounting from Bentley University. She holds her Certified Wealth Strategist (CWS®) designation through the Cannon Financial Institute and a Certificate in Financial Planning from Boston University. Molly’s current license is the FINRA Series 65 certification (Uniform Investment Advisor Law Examination) and she is working toward achieving the Certified Financial Planner (CFP®) certification in 2021.
What is your favorite color, what does it imply about you?
Usually I am pretty simple – you can find me wearing black head to toe on most days – but then I discovered these Red Adidas Sneakers and fell in love with red. My puppy has basically eaten the sneakers on every corner, but I still love them. It symbolizes my personality because I am a pretty simple individual – doesn’t take a lot to make me happy, I avoid conflict but I have a little spark and attitude “the red.” I like to think this is what keeps me interesting.
What are your favorite hobbies?
Some of my favorite hobbies are hanging out with friends/family, cooking/eating, traveling, boating, and skiing.
What is your favorite food?
Oysters, Windjammer Salad Bar (please come back), or Chicken Parm.
What are three words that best describe you?
If I had to pick three words that best describe me, they would be spunky, caring, and positive.
What kind of music is on your phone?
60s / 70s – CCR, Paul Simon/Simon & Garfunkel, The Beatles, Steely Dan, Van Morrison, Cat Stevens.
What chore do you absolutely hate doing?
A chore I really hate doing is the dishes (that can’t go in the dishwasher) and putting away the laundry.
If you were an animal, what would you be?
An Elephant – Regal & Women Lead!
Where were you born and raised?
Shelburne, VT.
What is your dream travel destination?
I want to go to Africa next, more specifically Egypt and on a Safari.
Do you have any pets?
I have a 5-month-old puppy, Murphy. He is a Nova Scotia Duck Tolling Retriever.
*Copper Leaf Financial is an affiliated and separately registered entity.
