Patrick Malloy Location
Atlanta, GA, US
Patrick Malloy Work
- 2026 - now Wealth Advisor @ CapSouth Wealth Management
- 2015 - 2025 Senior Investment Advisor @ Capital Investment Advisors
- 2012 - 2015 President and CERTIFIED FINANCIAL PLANNER ™ @ Perimeter Planning, LLC
- 2010 - 2012 Senior Regional Business Consultant @ Curian Capital
- 2002 - 2010 Regional Vice President @ AXA Distributors
- 2000 - 2002 Product Support Representative @ J&W Seligman
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
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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Top CapSouth Wealth Management Employees
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Donald Bolden
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Jennifer Fensley
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Patrick Malloy
Wealth Advisor at CapSouth Wealth Management
Atlanta, GA, US15+ -
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Scott McDowall
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Blairsville, GA, US23 -
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Dean Galloway
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Katherine Garman
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