Molly Bertram

My role is to ensure that you receive exceptional client service while working with our team. As Senior Client Service Specialist, I am committed to a trusted partnership with our clients. It is important to me that we answer your questions and resolve your client service matters in a timely fashion.

Prior to joining NaviGuide Wealth Partners, I worked at a wealth management firm as a senior relationship manager for 7 years and am currently working towards my bachelor’s degree. This experience has helped hone my customer service skills, while being exposed to the wealth management side, preparing me to handle more complex needs

Outside of the office, I enjoy going to pilates classes and spending time with family.