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Molly Sutz

Advisor at Bluesky Wealth Advisors, LLC — Moultrie, GA

Updated today

Credentials

CFP®

Experience

4 years

Location

Moultrie, GA

Bluesky Wealth Advisors, LLC logo

Bluesky Wealth Advisors, LLC

Team

Total advisors

10

Across 4 offices

Clients per advisor

35 Low

Avg AUM per client

$2,868,352 Very High

HNW client ratio

71% Very High

About

Molly Sutz is a CFP® professional with four years of industry experience, currently serving at Bluesky Wealth Advisors, LLC. She previously worked at Elwood and Goetz Wealth Advisory Group and Wells Fargo Advisory Group. Bluesky Wealth Advisors provides comprehensive financial planning and discretionary investment management primarily to individuals, trusts, estates, and business entities. The firm manages approximately $850 million in discretionary client assets and employs a strategic asset allocation approach with a focus on low-cost, tax-efficient implementations and selective use of active managers.

Client services

Based on Bluesky Wealth Advisors, LLC

Financial planning Portfolio management Selection of other advisers Consulting services

Expertise

Based on Bluesky Wealth Advisors, LLC

Real estate investing Tax strategies for small businesses

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Fee options

Fixed

Financial planning flat fee ranges between $2,000 and $20,000

Project-based

$500 per hour, with a maximum charge of $1,200 for six months or more in advance

Subscriptions

Quarterly price generally ranging between $2,500 and $25,000 paid in advance for ongoing financial planning and discretionary investment management services

Other

Account minimum: $1,000,000

Location

See office

Moultrie, GA

Moultrie GA

Advisors at this office

1

Most active in

Georgia · Texas

Work history

4 years of industry experience

Bluesky Wealth Advisors, LLC

2022 - Present • 4 years

New Bern, NC

UnEMPLOYED

2021 - 2022 • 1 year

Moultrie, GA

university of Georgia

2020 - 2021 • 1 year

Athens, GA

UnEMPLOYED

2020 - 2020 • 1 year

Moultrie, GA

Elwood and Goetz Wealth Advisory Group

2017 - 2020 • 3 years

Athens, GA

Wells Fargo Advisory Group

2016 - 2017 • 1 year

Athens, GA

Disclosures

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

Business activities & affiliations

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Tammy C

Series 63

Moultrie, GA

Kestra Private Wealth Services, LLC

Tammy Croyle is a financial advisor at Kestra Private Wealth Services, LLC with 31 years of industry experience. She holds a Series 63 designation and has previous experience with Raymond James Financial Services, Inc, The First Bank, and Southwest Georgia Bank. Outside of her advisory role, she assists with administrative tasks at Inspired Wealth Planning. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individual and institutional clients, managing approximately $13.45 billion in client assets. The firm supports a broad range of investment products and offers specialized services such as annuity subaccount management and 529 plan services.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive
user avatar

John G

CFP®, Series 63

Moultrie, GA

Kestra Private Wealth Services, LLC

John Griffin is a CFP® professional with 30 years of experience in the financial services industry. He is currently with Kestra Private Wealth Services, LLC and previously worked at Raymond James Financial and The First Bank, ANBA. Griffin serves on multiple local boards, including Colquitt Regional Medical Center, Archway Partnership Colquitt County, and Moultrie Housing Authority, and is involved with his local First Baptist Church. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients, managing approximately $13.45 billion in client assets. The firm offers a broad range of investment products and specialized services, with oversight of advisor recommendations within an approved product menu.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Wealth management College savings (529s, UTMA, etc.) Founder/Business Owner Executive

Griffin D

CFP®, Series 66

Moultrie, GA

Edward Jones

Griffin Dunn is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked in trucking and education sectors. He is also the owner of a retail business, Turners Dress Shop, in Moultrie, GA. Edward Jones is a wealth management firm that serves a diverse client base, including individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branches.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Business ownership considerations Military & Veterans Founder/Business Owner

Robin R

Series 66

Moultrie, GA

Edward Jones

Robin Redding is a financial advisor with Edward Jones in Moultrie, GA, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, Robin was associated with Young Living for seven years and also worked in bookkeeping and management roles at Redding Dental PC and Redding Management, LLC. Edward Jones is a full-service wealth management firm serving a diverse client base, including individual and institutional clients, with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and operates under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Wealth management Retirement income strategy Retirement withdrawal strategies Founder/Business Owner

Will S

Series 66

Moultrie, GA

Edward Jones

Will Southwell is a financial advisor at Edward Jones in Moultrie, GA, holding a Series 66 designation with four years of industry experience. Prior to joining Edward Jones in 2021, he worked for the Colquitt County School System for 12 years. He serves as a community assistant coach for a middle school baseball team in Moultrie. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of advisory and investment services through a nationwide network of financial advisors and branch offices, managing over $1 trillion in assets under management.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Inheritance planning Founder/Business Owner

Richard T

Series 63, Series 66

Moultrie, GA

Edward Jones

Richard Turner Jr. is a financial advisor with Edward Jones in Moultrie, GA, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with Edward Jones since 1999. Outside of his advisory role, Turner serves as Chairman of the Board for the Colquitt Regional Hospital Authority and is a board member of the Moultrie Land Trust. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and affiliated investment products supported by a large national network of advisors and branch offices.

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