Malonn Barnes

Malonn Barnes – Resident Director & Financial Advisor

I help provide confidence by listening, guiding, and empowering executives, business owners, medical professionals, and their families to make informed financial decisions.

My passion for this work comes from personal experience and witnessing the financial challenges faced by people I care about. These experiences inspired me to help others define their goals and create a wealth management approach centered on their priorities—adjusting as life changes.

My process is designed to deliver a customized, consistent experience that goes beyond investments. By leveraging the insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America, I help clients manage all aspects of their financial lives, including strategies for wealth transfer to future generations.

I begin by understanding what matters most—health, home, family, leisure, giving, work, and finance—then design an approach aligned with your life priorities. From risk management and estate planning services to credit and lending solutions, my goal is to help you navigate complexity with clarity and confidence.

Let’s work together to create a plan that reflects your goals and adapts to life’s changes.