Molly Passalacqua

Molly Passalacqua is a Wealth Advisor with 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 has more than 10 years of experience in taxation and Wealth Management with a specialty in Private Banking, Lending, Estate Planning, Tax and Executive Compensation. She began her career at large banks including JP Morgan, as a Senior Analyst, focused on mutual fund and partnership tax. Prior to joining Copper Leaf Financial, she also worked for BNY Mellon Wealth Management serving as a Wealth Manager. Molly has extensive experience working for private wealth management advisory firms that serve ultra-high-net-worth individuals. Her wealth management experience is focused on a holistic approach to financial planning.

Molly joined Copper Leaf Financial in 2021 as a Wealth Advisor, where she can demonstrate her passion for helping clients define their financial and lifestyle goals. She enjoys developing custom tailored plans for how these objectives can be achieved and helping clients find success over time.

She grew up in Vermont and spent 12 years in Boston where she met her husband, Charles. Her love of family, summers on Lake Champlain and winters in the mountains, brought her back to “home” in 2020. She currently resides in Shelburne with her husband, son Luca, and Nova Scotia Duck Tolling Retriever “Murphy”. Much of her spare time is spent on activities that she is most passionate about including traveling, music, skiing, boating, and spending time with friends and family.

Molly is a license holder of the FINRA Series 65 certification (Uniform Investment Adviser Law Examination).

Meet Molly Passalacqua.