Molly Smith

mollyMolly Smith joined the team in 2012 as our Life and Health policies coordinator after working in the public school system for 7 years. She schedules appointments and examinations, handles new and existing policy customer service requests, and assists Jeff in day to day business.

Shortly after coming to Consolidated Planning, Molly married her husband Derrick. In her spare time, she enjoys jogging, mountain biking, walking her dog, Petey, and eating sushi.

Molly Smith

4201 Congress Street Suite 295
Charlotte, NC 28209

Phone: 704-552-8507 ext. 859
Toll Free: 800-532-2829 ext. 859
Fax: 704-554-6037
MOBrien@CPlanning.com
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Securities products and services offered through Park Avenue Securities, LLC
(PAS), member FINRA, SIPC. OSJ: 4201 Congress St Ste 295 Charlotte, NC 28209 (704) 552--8507
PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance
Company of America (Guardian), New York, NY.
Strategis is not an affiliate or subsidiary of PAS or Guardian.
Important Disclosures
Neither Guardian nor its subsidiaries issue Property & Casualty
or Health insurance products or services.
This material is intended for general public use. By providing this material,
Strategis is not undertaking to provide investment advice for any specific individual
or situation, or to otherwise act in a fiduciary capacity. Please contact a financial
professional for guidance and information specific to your individual situation.
2018-62656 (8/2020)