Molly
Lanier

Sound View Wealth Advisors Group, LLC

CRD#4505164
Investment Advisor
in Statesboro, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Molly Lanier is a financial advisor based in Statesboro, Georgia, working with Sound View Wealth Advisors Group, LLC. Molly has previously held positions at Synovus Trust Co, Synovus Securities, and Sound View Wealth Advisors Group, LLC. Molly has passed the Series 66 regulatory exam and is registered to provide services in Georgia and South Carolina. Currently, Molly is part of Sound View Wealth Advisors Group, LLC, which operates out of Statesboro, Georgia. The firm has 2 offices and 17 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Sound View Wealth Advisors Group, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

335 South Walnut St
Statesboro, GA 30458

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Sound View Wealth Advisors Group, LLC Brokerage Details

Total Assets Under Management

$1,628,779,176

GA Average: $3,570,121,308
Total Number of Employees

17

GA Average: 58
Total Number of Accounts

2,625

GA Average: 1,608
Average Account Size

$620,487

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Molly Lanier Work History

2020 - Present (4 years)

Sound View Wealth Advisors Group, LLC

2002 - 2020 (18 years)

Synovus Securities

1993 - 2020 (27 years)

Synovus Trust Co

Disclosures

Please visit the SEC profile of Molly Lanier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sound View Wealth Advisors Group, LLC

Leah Willey
Savannah, GA
Edward Ambrose
Savannah, GA
Nina Brackett
Savannah, GA
Mark Silvers
Savannah, GA
Rebekah Hoffman
Savannah, GA
Melissa Bouchillon
Savannah, GA
Molly Lanier
Statesboro, GA
Oscar Ham
Savannah, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started