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Mollie Caldwell, FPQP™ Mollie Caldwell, FPQP™

Mollie Caldwell, FPQP™

Investment Services Associate

Serving DCM Clients since 2019

We’re thrilled to have Mollie at DCM as an Investment Services Associate. Mollie was born and raised in Haddon Heights, New Jersey. She attended college at Temple University, earning a Bachelor of Arts in English and minoring in Spanish. As a student in Philadelphia, she also worked part-time for Temple University and volunteered at Nationalities Service Center, teaching English to immigrants that were new to the city.

After graduating, Mollie spent four years working at Merrill Lynch in Retirement Plan Services, specializing in individual retirement plans. In March 2019, she and her significant other, Jake, left the east coast and moved to Owensboro, Kentucky. Mollie began working at Donaldson Capital Management as part of the Centralized Client Services team in May 2019, earning her Financial Planner Qualified Professional designation in 2021.

Mollie does her best to stay in touch with her amazing family back in New Jersey and some who live in California. Getting to know Evansville, Indiana, has been a great adventure for her and Jake. Mollie likes to paint, draw, and read, and can usually be found at the Owensboro public library.

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