Patrick Malloy Email & Phone Number
Wealth Advisor @ CapSouth Wealth Management
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Patrick Malloy Location
- Atlanta, GA, US
Patrick Malloy Work
- 2026 -now Wealth Advisor @
- 2015 -2025 Senior Investment Advisor @
- 2012 -2015 President and CERTIFIED FINANCIAL PLANNER ™ @ Perimeter Planning, LLC
- 2010 -2012 Senior Regional Business Consultant @
- 2002 -2010 Regional Vice President @ AXA Distributors
- 2000 -2002 Product Support Representative @
Patrick Malloy Education
- Fordham University
Bachelor of Arts (Economics)
- Wake Forest University
(Communications)
- Oglethorpe University
(Financial Planning and Services)
Patrick Malloy Skills
- Alternative Investments
- College Education Planning
- Financial Advisory
- Estate Planning
- Financial Planners
- Fixed Annuities
- College Education
- Retirement Income Planning
- Tax Planning
- Liability Management
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Cfs
- Retirement Income
- Investments
- Certified Fund
- Comprehensive Financial
- Wealth Management
- Mutual Funds
- Certified Fund Specialist
- Asset Management
- Financial Goals
- Insurance Planning
- Comprehensive Financial Planning
- Retirement
- Series 7
- Securities
- Investment Management
Patrick Malloy Summary
- Patrick Malloy, based in Atlanta, GA, US, is currently a Wealth Advisor at CapSouth Wealth Management. Patrick Malloy brings experience from previous roles at Capital Investment Advisors, Perimeter Planning, LLC, Curian Capital and AXA Distributors. Patrick Malloy holds a Bachelor of Arts in Economics @ Fordham University. With a robust skill set that includes Alternative Investments, College Education Planning, Financial Advisory, Estate Planning, Financial Planners and more. Patrick Malloy has 1 emails and 2 mobile phone numbers on RocketReach.
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