Molly Slowe
Financial Advisor,
Financial Planning Specialist,
Workplace Advisor - Equity Compensation
Direct:
(781) 263-6808(781) 263-6808
My Mission Statement
Delivering the highest quality service in helping you navigate life's changes, invest with confidence, and manage the complexity that comes with wealth.
My Story and Services
Molly Slowe is a Financial Advisor with the Queally Waxman Angell Wealth Management Group at Morgan Stanley. With a desire to help individuals and families achieve their financial goals, she leverages her understanding of financial markets, investments, and strategies along with the resources of broader Morgan Stanley to help tailor bespoke financial plans for her clients. Through her work, Molly aims to build long lasting relationships with her clients, while helping to guide them through life stages. Furthermore, she is passionate about increasing financial literacy and independence, particularly for women. The daughter of an entrepreneur, Molly had early exposure to business management. She admired her father's work ethic and business knowledge and eventually worked with him to better understand the inner workings of a client-first, relationships-based practice, obtaining invaluable knowledge that she takes forward in her current role with the team.
Prior to joining Morgan Stanley, Molly spent time at SPDR ETFs on an internal sales desk working with other Financial Advisors. She graduated from Boston College with a B.S. in Management from the Carroll School of Management. Molly currently holds her Series 7, Series 63, Series 65 and Life, Variable and Health Insurance licenses.
A former Division 1 athlete of Boston College's ice hockey team, Molly enjoys staying active outside of work. She is an avid golfer and loves to run, play pickleball, and read in her free time. Molly is also a member of the Boston College GOLD (Graduates of the Last Decade) Leadership council and serves on the Young Professionals Board at Team Impact.
Learn More About the Queally Waxman Angell Group:
Securities Agent: MD, KS, RI, MI, CT, AK, MN, GA, IN, CA, WI, TX, MO, ME, CO, PA, OH, NJ, DC, AZ, WA, VA, NM, MA, TN, NH, MT, HI, SC, IL, FL, AL, VT, MS, KY, DE, OR, NY, NC; General Securities Representative; Investment Advisor Representative
NMLS#: 2546218
NMLS#: 2546218
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Morgan Stanley at Work
Alongside my team and broader Morgan Stanley, I help to bring comprehensive workplace solutions to institutions. Diligent in our approach, we aim to provide the following to executives, plan sponsors, and participants:
• Meaningful advice and financial planning
• Thoughtful education
• Leading technology
Reach out to me directly to discuss how we can best meet your organization's workplace needs.
• Meaningful advice and financial planning
• Thoughtful education
• Leading technology
Reach out to me directly to discuss how we can best meet your organization's workplace needs.
Boston Scientific Case Study
Discover how Boston Scientific leveraged the Morgan Stanley at Work Developer Platform to create an application programming interface (API) that automates data transfers between its equity administration platform and its human resources and payroll management system.
Boston Scientific Case Study | MS@Work
How to Help Employees Build Wealth
Your employees want to build their wealth and be better employees. Here's how your equity program can help them get there.
How to Help Employees Build Wealth | MS@Work
Are You Helping Your Executives Make Smart Financial Decisions Today?
Learn how working with a financial advisor who can offer unique approaches across financial wellness and equity compensation can mean happier executives.
Are You Helping Your Executives Make Smart Financial Decisions | MS@WorkApproach
Discovery Process
Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.
Formulation of Tax, Trust and Estate Strategy
Working with your tax and legal advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.
Creation of Customized Strategic Asset Allocation
Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.
Integration of Tactical Asset Allocation
Short-term adjustments seek to capitalize on temporary market distortions. Before making adjustments, we analyze the impact of taxes and trading costs on potential returns.
Implementation of a Customized Wealth Strategy
After comprehensive due diligence and analysis of expected results across multiple market scenarios, strategies are chosen from our expansive investment platform.
Ongoing Assessment
In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
Family Office Resources
My team, the Queally Waxman Angell Group, alongside broader Morgan Stanley works to deliver the full range of expertise to help address different aspects of your financial life: strategies to invest assets, but also to mitigate taxes, transfer wealth, enhance philanthropic impact, reduce family conflict, and manage the affluent lifestyle.
Philanthropic Advisory
Believing that philanthropy must be more than checkbook writing. Involved and engaged donors want to feel a connection and offer advice and input above and beyond money. Perhaps you want to use philanthropy to instill values in your children, or you want to apply your business acumen to philanthropy. Maybe it is the grassroots-type of organizations that inspire you. Holding philanthropic conversations with our team and your family to discuss values, motivations, visions, and to develop a mission statement is an effective step to achieving long term philanthropic engagement. Deciding on what level of visibility you want, what type of program to support, and how long you envision your involvement to last, are your matters that matter to us.
Charitable Giving StrategiesESTATE PLANNING STRATEGIES
Your Trust & Estate strategy has the potential to be incredibly powerful if executed effectively. My team, the Queally Waxman Angell Group, and I are here to discuss various tax, trust, and estate strategies with you and your external tax and legal advisors to help facilitate implementation of those strategies. Our goal is to provide you with strong analysis and communication of your complex situation, tailored to your unique needs to help quantify the gravity of making or not making a decision.
Learn more about the Queally Waxman Angell Group:
Location
112 Worcester Street
Wellesley, MA 02481
US
Direct:
(781) 263-6808(781) 263-6808
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Rational Investing in an Age of Uncertainty
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Molly Slowe today.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
