Advisor at Merrill
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James Maloney is a Financial Advisor with Merrill Lynch Wealth Management. In this role, he collaborates closely with clients to identify their financial goals and develop personalized investment management strategies aimed at achieving those objectives. He provides investing advice and facilitates access to banking and lending services through Bank of America.
James’s areas of focus include education planning, family wealth management strategies, liquidity management, personal retirement planning, and retirement income. He approaches financial advising by considering clients’ complete financial pictures and tailoring solutions to meet their individual needs. He holds the Personal Investment Advisor (PIA) designation and earned both a Bachelor's Degree and a Master of Business Administration (MBA) from Pace University.
Outside of his professional responsibilities, James volunteers as a basketball coach. He also has personal interests in antiquing, basketball, music, pickleball, spending time with family, and table tennis.
Bank of America, N.A.
2021 - Present (5 years)
Merrill lynch, pierce, Fenner & Smith incorporated
2021 - Present (5 years)
Citizens Securities Inc
2020 - 2021 (1 year)
Citizens Bank
2019 - 2020 (1 year)
M and T Bank
2018 - 2018 (1 year)
Hudson Heritage
2010 - 2019 (9 years)
CFP®, CFA®, Series 66
Oxford, CT
Edward Jones
Series 63, Series 66
Thomaston, CT
Edward Jones
ChFC®, Series 63, Series 66
Southbury, CT
Edward Jones
Series 63, Series 66
Newtown, CT
Edward Jones
Series 66
Woodbury, CT
Edward Jones
Series 66
New Milford, CT
Edward Jones
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