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Mallory Findley

Wealth Strategist at Venture Visionary Partners

Mallory Findley is a highly accomplished professional with a strong educational background and extensive experience in the financial industry. She graduated with honors from Rollins College, majoring in International Business, and later pursued her MBA at The Rollins College Crummer Graduate School of Business. Mallory began her career as a Financial Advisor at the UBS Wealth Advice Center in New York, where she excelled and eventually transitioned to the UHNW-focused UBS Family Advisory and Philanthropy team. Her role included conducting private briefings for UHNW clients and contributing significantly to key events like the UBS Women’s Symposium and the UBS Young Successor’s Program. Mallory later joined a UHNW private family office in New York, managing a real estate and venture capital portfolio before stepping into the role of Wealth Strategist at Venture Visionary Partners with a specialization in financial planning. She is a holder of FINRA Series 7 and 66 licenses and is on track to earn her CFP designation in 2021.

Mallory Findley
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Location

New York City Metropolitan Area