Molly Lloyd

I joined Plum Street Advisors as a Client Service Advisor, inspired by the firm’s conscientious approach to financial planning and the camaraderie of its bright, kind team.

I bring more than a decade of experience in financial services, having worked at American Express, Visa, and Wells Fargo, where I focused on marketing small business products. Alongside my corporate work, I have been actively involved in education and workforce readiness initiatives and currently serve on the Board of the Piedmont Education Foundation.

A Philadelphia native with deep ties to the Northeast, I lived in New York, Beijing, and Sydney before settling in the San Francisco East Bay, with my husband, Dan, and our daughter, Anne. I graduated from Brown University with a B.A. and earned my M.B.A. from the Yale School of Management