Conor Malone
Wealth Management Advisor, First Vice President at Merrill Lynch
Based in Scranton, United States
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Seniority
Vp
Department
Sales & Business Development
Location
Scranton
Industry
Financial Services
Company size
35K
Contact information
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c•••••••@ml.com
Phone
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Background
About Conor Malone
I work with families to identify and achieve goals of retirement, education, giving, leisure, and most importantly confidence in their financial strategy through a goals based investment process while providing a high standard of care and education to make the complex financial world easier to understand.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.*Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
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