Setting Standards for the Next Generation

Molly Damron | A 2025 Woman of the Year

As a Client Service Manager for Clearstead Avalon Trust, located in Santa Fe, New Mexico, Molly Damron strives to create consistency and processes that keep her colleagues on track and allow them to be able to handle additional client needs and then easily come back to where they left off. She also helps create simplicity for clients by helping them minimize big tasks and complicated situations, so they are easier to accomplish.

“I like being able to anticipate how to help clients,” Molly said, “It’s very satisfying when I can smooth things out to make them calm and provide good service.”

Her office—which was acquired by Clearstead Advisors, LLC in 2023—has a smaller, long-standing team that has worked together for many years. This has allowed the team to successfully rely on each other and ensure clients’ needs are met in a timely manner and with great care.

“It really feels like they are an extension of my family,” Molly shared, “And I’m glad to have the chance to impart some of my long-term knowledge to keep it running smoothly well into the future.”

Molly joined her office in 2007 in a client service role and eventually moved into her current position as a Client Service Manager through her daily work with clients and serving as a role model for others in her office that operate in a client service capacity.

“I enjoy being able to help the other women in client service roles and the next generation of colleagues in my office,” Molly said, “I want to help them be the best they can be and grow in their own positions as well.”

Molly has over 20 years of experience in providing client services and spends time hiking, traveling, and being with family.

Her work to create continuity and enduring processes within her office requires a great deal of collaboration and will help lead to further stewardship of clients’ wealth and needs, aligning with the broader firm’s values and mission.