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Draft:Molly Grubb-Mora

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Molly Mae Grubb-Mora (born August 22, 1983) is an American wealth manager, entrepreneur, speaker, and author. She is the founder of Dynasty Family Office.[1]

Education

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Molly attended Madison Elementary and Licking Valley High School. She completed her college education at Ohio State. Molly holds a Bachelor of Science in Actuarial Science from Ohio State University. She has passed the Series 63 & 7 examinations and is registered to provide investment advice in Ohio.[2] She is one of only 200 Certified Business Exit Consultants and less than seven percent of advisors that utilize all the fundamentals of wealth management.[3]

Career

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Wealth manager and entrepreneur
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In 2012, Molly founded Grubb Wealth/Grubb Financial Services, a CFO firm helping business owners and investors become more successful. It was established allowing them to protect their wealth and create a company transferable to the next generation on their terms.

In 2024, Grubb Financial Services was rebranded to Dynasty Family Office.[4]

Molly has previously worked at National City Bank, Key Investment Services, and Aon Consulting.

Author
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Author of Build Your Dynasty: Free Up the Resources in Your Business to Serve You. This book chronicles her family’s story, which resulted in the launch of her firm.

Speaker
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In September 2019, she gave a TEDx Talk on Dynastic Thinking: The Morality of Generational Wealth.[5] In November 2023, she spoke on Though-Leader Talks on A Powerful Tool to Live Your Fairy Tale Life.[6]

She has appeared on The Wellness Driven Life Show,[7] Exit Coach Radio,[8] The Dentalpreneur Podcast,[9] Tax Lien Podcast,[10] Authority Builder,[11] The Other Side of Potential,[12] and The Business Power Hour.[13] Molly is a speaker All American Speakers[14]

References

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  1. ^ brianjhoke11 (2023-11-16). "Guiding CEOs to Success with Dynasty Family Office". Dynasty Family Office. Retrieved 2024-10-29.{{cite web}}: CS1 maint: numeric names: authors list (link)
  2. ^ "Financial Advisor Reviews: Find a Top Fiduciary Advisor You Can Trust". Indyfin -. 2022-01-20. Retrieved 2024-10-29.
  3. ^ "How to exit your business the right way, with Molly Grubb". Predictive ROI. Retrieved 2024-10-29.
  4. ^ brianjhoke11. "We help design, build and protect your wealth". Dynasty Family Office. Retrieved 2024-10-29.{{cite web}}: CS1 maint: numeric names: authors list (link)
  5. ^ Grubb, Molly (2019-10-23). Dynastic Thinking: the morality of generational wealth. Retrieved 2024-10-29 – via www.ted.com.
  6. ^ Tetra Media Group Video Productions (2023-11-08). Molly Grubb, AIF, CBEC - Thought Leader Talks - Ft. Worth. Retrieved 2024-10-29 – via YouTube.
  7. ^ The Wellness Driven Life Show (2024-02-07). ✨Creating Miracles with Molly Grubb: Journey to a Dynastic Life🚀. Retrieved 2024-10-29 – via YouTube.
  8. ^ Development, PodBean. "Molly Grubb - Start today for success tomorrow | Exit Coach Radio". exitcoach.podbean.com. Retrieved 2024-10-29.
  9. ^ cramaekers (2019-03-05). "527: Building a Dynasty with Molly Grubb". Dental Success Institute. Retrieved 2024-10-29.
  10. ^ "Dynasty Building and Financial Freedom with Molly Grubb". tedthomas.com. Retrieved 2024-10-29.
  11. ^ "Molly Grubb | The 2-Week Vacation Business Check-In Strategy – Authority Builder Podcast". authoritybuilderpodcast.com. Retrieved 2024-10-29.
  12. ^ sharon@sharonspano.com (2021-05-26). "Building Generational Wealth for Family Businesses with Molly Grubb". Sharon Spano. Retrieved 2024-10-29.
  13. ^ Krier, Deb (2019-03-18). "Molly Grubb". The Business Power Hour. Retrieved 2024-10-29.
  14. ^ "Molly Grubb | Speaking Fee | Booking Agent". www.allamericanspeakers.com. Retrieved 2024-10-29.