Molly Rios

Client Service Manager

Molly Rios is the first point of contact at DMG and takes pride in ensuring our clients have everything they need to flourish. She serves as a liaison between clients and our advisory team and strives for seamless coordination to ensure client’s goals and objectives are met in a professional and efficient manner.

Molly has over 10 years of experience in the financial service industry. Her previous work experience includes all operational aspects of financial planning, implementation, and maintaining endowment, foundation and high net worth client accounts. She has developed a deep experience in design and implementation of non-qualified deferred compensation plans, institutional client reporting, and analytical research of socially responsible investment funds. She is passionate about working with clients who are interested in aligning their financial goals with their values.

She earned a Masters of Financial Analysis and Investment Management from St. Mary’s College of California, Moraga and a B.A. in Political Science & Communications, from the University of California, Davis.

Molly lives in Concord, California with her husband David, and her sons, Mateo and Lucas. Her past international work experience and love for traveling introduced her to global concepts and helped her gain the knowledge and skills necessary to make meaningful and relevant contributions in a rapidly changing world that have helped shaped the person she is today.