Mollie Caldwell, FPQP™, joined Donaldson Capital Management in 2019 and serves as an Associate Investment Advisor. 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 husband, 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, Jake, and their young son Joey live in Knoxville, Tennessee. She enjoys painting, drawing, and reading, and can usually be found at the public library.