user avatar

Molly Elizabeth Grandel

Advisor at LPL Financial — Waynesburg, PA

Updated today

Credentials

Series 65

Experience

1 year

Location

Waynesburg, PA 15370

LPL Financial logo

LPL Financial

Institution

Total advisors

22,823

Across 10,503 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Molly Grandel is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 65 designation and has previously worked at Waddell & Reed and pursued roles at various organizations including educational institutions and fashion companies. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

Waynesburg, PA

103 E High St

Waynesburg PA 15370

Advisors at this office

2

Most active in

Pennsylvania

Work history

1 year of industry experience

LPL Financial

2025 - Present • 1 year

Waynesburg, PA

London Business School

2023 - 2023 • 1 year

London

LPL Financial, LLC

2021 - 2025 • 4 years

Greensboro, PA

NYU Stern School of Business

2021 - 2024 • 3 years

New York City, NY

Tropics Restaurant

2020 - 2020 • 1 year

Morgantown, WV

Balenciaga

2020 - 2020 • 1 year

New York City, NY

Max Mara

2019 - 2019 • 1 year

New York City, NY

Cynthia Rowley

2019 - 2019 • 1 year

New York City, NY

Waddell & Reed

2018 - 2021 • 3 years

Waynesburg, PA

Marymount Manhattan College

2017 - 2020 • 3 years

New York City, NY

MSA/STATE Model Management

2017 - 2021 • 4 years

New York City, NY

Indiana University of Pennsylvania

2016 - 2017 • 1 year

Indiana, PA

AIM Model Management

2015 - 2017 • 2 years

New York City, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Jeffrey W

Series 66

Waynesburg, PA

Milinovich & Co., Inc

Jeffrey Widdup is a financial advisor at Milinovich & Co., Inc. with 23 years of industry experience. He holds a Series 66 credential and has been with Milinovich & Co., Inc. since 2010. Widdup also serves as vice president and assistant treasurer/loan officer at First Federal Savings & Loan of Greene County and teaches as adjunct faculty at Waynesburg University. Milinovich & Co., Inc. is a fee-only registered investment adviser serving individuals, families, businesses, and charitable organizations. The firm emphasizes diversified asset allocation and long-term investment horizons, managing client portfolios primarily using mutual funds, ETFs, certificates of deposit, and bonds.

General tax planning General retirement planning Retirement withdrawal strategies Cash flow / budgeting
user avatar

Joshuah D

CFP®, Series 65

Waynesburg, PA

Milinovich & Co., Inc

Joshuah Dains is a CFP® and holds a Series 65 license with six years at Milinovich & Co., Inc. and a total of four years in the financial industry. His prior work experience includes roles at Baily Insurance, Watters Pools, Jacobs Petroleum Products, Inc., and Mylan Pharmaceuticals. Milinovich & Co., Inc. provides fee-only investment management and financial planning services to individuals, families, small business owners, trusts, estates, and other entities. The firm emphasizes asset allocation, long-term investment horizons, and investor-specific risk profiles, managing approximately $106 million in discretionary assets for about 300 clients.

General tax planning General retirement planning Retirement withdrawal strategies Cash flow / budgeting
user avatar

Michael M

Series 65

Waynesburg, PA

Milinovich & Co., Inc

Michael Milinovich is a financial advisor at Milinovich & Co., Inc. with 11 years of industry experience and holds a Series 65 designation. He is involved in the Community Foundation of Greene County’s finance committee and volunteers on the Parents advisory council for Blueprints, a community action corporation. Milinovich & Co., Inc. provides fee-only investment management and financial planning services to individuals, families, small business owners, trusts, and estates, managing approximately $106 million in discretionary assets. The firm emphasizes asset allocation, long-term investment horizons, and investor-specific risk profiles, serving about 300 client relationships with a small advisory team.

General tax planning General retirement planning Retirement withdrawal strategies Cash flow / budgeting
user avatar

Shane B

Series 66

Waynesburg, PA

TIAA-CREF

Shane Bright is a financial advisor at TIAA-CREF with three years of industry experience. He holds a Series 66 credential and has worked at Ameriprise and Carolina Financial Services Group prior to joining TIAA-CREF. Bright also spent time at East Carolina School of Business in a professional capacity. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, and other entities, often serving clients connected to TIAA-administered retirement plans. The firm offers a range of advisory services, including customized portfolio management and acting as adviser to a donor-advised fund.

General estate planning guidance Retirement plans for business owners (SEP, solo 401k) Educators, Teachers, and Academics Founder/Business Owner Approaching retirement Mid-Career Professionals
user avatar

Shelby S

Series 63, Series 65

Waynesburg, PA

LPL Financial

Shelby Stilwell is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 8 years of industry experience. Prior to joining LPL Financial in 2021, Stilwell worked at Cory Grandel and Waddell & Reed, Inc., among other roles. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Thomas F

ChFC®, Series 63, Series 66

Waynesburg, PA

Edward Jones

Thomas Fetsko is a financial advisor with Edward Jones in Waynesburg, PA, holding a ChFC® designation along with Series 63 and Series 66 licenses. He has 24 years of industry experience and has been with Edward Jones since 2001. Outside of his advisory role, he participates in the audit team at Oakview United Methodist Church. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a large network of advisors and branch offices, offering a range of discretionary and non-discretionary investment strategies along with affiliated mutual funds and specialized tax-efficient services.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)