Steve Malone

Steve Malone Email and Phone Number

Senior Vice President - Wealth Management, Financial Advisor at Morgan Stanley @
Steve Malone's Location
Atlanta Metropolitan Area, United States
Steve Malone's Contact Details

Steve Malone work email

Steve Malone personal email

n/a
About Steve Malone

Steve Malone is a 47-year industry veteran and Senior Vice President. Steve began his career at Merrill Lynch in 1976, and over the years has assumed many roles, including management, before joining Morgan Stanley in 2017. His mission is to understand each client's individual needs and work with each client to help achieve his/her financial goals. Steve also works with clients to prepare for life events such as retirement and generational wealth transfer. He has earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning, and is a Senior Portfolio Manager.To learn more about Steve Malone, please visit his website: https://advisor.morganstanley.com/steve.maloneNMLS #: 544956

Steve Malone's Current Company Details
Morgan Stanley

Morgan Stanley

Senior Vice President - Wealth Management, Financial Advisor at Morgan Stanley
Steve Malone Work Experience Details
  • Morgan Stanley
    Senior Vice President - Wealth Management, Financial Advisor At Morgan Stanley
    Morgan Stanley Aug 2017 - Present
    "© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service. The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any trading strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see http://fa.morganstanley.com/theavalongroup/. The information or content is for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html."NMLS#: 544956
  • Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Senior Vice President
    Merrill Lynch, Pierce, Fenner & Smith Incorporated Jan 1976 - Aug 2017
    Senior Vice President

Frequently Asked Questions about Steve Malone

What company does Steve Malone work for?

Steve Malone works for Morgan Stanley

What is Steve Malone's role at the current company?

Steve Malone's current role is Senior Vice President - Wealth Management, Financial Advisor at Morgan Stanley.

What is Steve Malone's email address?

Steve Malone's email address is st****@****ley.com

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