Heather Molloy, CFP®, CPA/PFS, CDFA

Senior Wealth Advisor, Director

Leesburg, VA

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNERTM
  • Certified Public Accountant/Personal Financial Specialist
  • Certified Divorce Financial Analyst

 

Work Experience

  • Joined MAI in 2024, as a result of the acquisition of Madison Wealth Management where she was a Senior Wealth Advisor
  • Over 25 years of experience in providing financial, tax, and strategic planning advice
  • Member of the American Institute of Certified Public Accountants and Financial Planning Association
  • Prior to Madison, Heather ran her own tax and business advisory firm for five years
  • Previously, Heather was employed as a CFO, controller, finance, and human resource professional by several small-to-mid-sized companies in the Washington, D.C. area

 

Life Outside of MAI 

  • Active in her community, Heather is a grant-maker for Loudoun Impact Fund (LIF), a philanthropic organization based in Loudoun County, VA
  • Founding Board Member for the Young Men’s Service League Dulles chapter, an organization that promotes mothers and sons volunteering together in their local community
  • Board Member and Finance Committee Member for A Place to Be, an organization that creates community, belonging and hope through music therapy and the expressive arts.
  • Resides with her husband and three children in Round Hill, VA

 

Education

  • University of Richmond, B.S. in Accounting

We look forward to learning about your financial goals.

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