Advisor at Forward Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Forward Financial Advisors, LLC
Location
North Bay Village, FL
Credentials
CFP®, Series 63, Series 66
Industry experience
26 years
Molly Shrauner is a CFP® professional with 26 years of industry experience. She is the principal of Forward Financial Advisors, LLC, an independent firm she has led since 2019. Prior to founding Forward Financial, she held roles at Mass Mutual, MML Investors Services, and Valic Financial Advisors. In addition to her advisory role, she operates an affiliated insurance agency providing personalized insurance and annuity solutions. Forward Financial Advisors, LLC serves individual and high-net-worth clients, managing approximately $22.9 million across about 40 relationships. The firm offers ongoing portfolio management and financial planning, employing fundamental analysis and modern portfolio theory with a focus on long-term strategies and monthly account reviews.
Based on Forward Financial Advisors, LLC
Based on Forward Financial Advisors, LLC
1.00% annually
$150 to $250 per hour
North Bay Village, FL
Florida · Texas
Forward Financial, LLC
2019 - Present (7 years)
Mass Mutual
2017 - 2019 (2 years)
Mml Investors Services
2017 - 2019 (2 years)
Massachusetts Mutual Life Insurance Company
2017 - 2019 (2 years)
Valic Financial Advisors
2010 - 2017 (7 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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