Jonathan Malone Email & Phone Number
Partner and Financial Advisor @ Castle Wealth Group
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Jonathan Malone Location
- Mooresville, NC, US
Jonathan Malone Work
- 2021 -now Partner and Financial Advisor @
- 2007 -2021 Financial Advisor @ A Boutique Wealth Management Firm
Jonathan Malone Education
- PennWest California
Jonathan Malone Skills
- Insurance
- Retirement Planning
- Wealth Management
- Life Insurance
- Retirement
- IRAs
- Disability Insurance
- Fixed Annuities
- Microsoft Office
- Management
- Financial Reporting
- Banking
- Patient Safety
- Financial Analysis
- Hospitals
Jonathan Malone Summary
- Jonathan Malone, based in Mooresville, NC, US, is currently a Partner and Financial Advisor at Castle Wealth Group. Jonathan Malone brings experience from previous roles at A Boutique Wealth Management Firm. With a robust skill set that includes Insurance, Retirement Planning, Wealth Management, Life Insurance, Retirement and more. Jonathan Malone has 2 emails and 2 mobile phone numbers on RocketReach.
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