The Malone Vaughn Group
Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.
The Malone Vaughn Group, led by Patrick Malone and Tommy Vaughn, is dedicated to helping individuals and organizations achieve their financial goals through personalized guidance and strategic planning. As experienced Merrill financial advisors, our team focuses on building long-term relationships rooted in trust, transparency, and tailored potential solutions.
For individual clients, we provide comprehensive wealth management services, including investment strategies, retirement planning, and financial goal setting. Our approach is designed to align with your unique objectives, whether you're planning for retirement, funding education, or growing your wealth.
For corporate clients, we deliver specialized solutions to support financial health and employee engagement. Our services include:
- Cash Management Strategies to optimize liquidity and operational efficiency.
- Employee Stock Option Plans (ESOPs) and Employee Stock Purchase Plans (ESPPs) to help attract and retain top talent.
- Retirement Plan Consulting, helping to ensure your organization offers competitive and compliant benefits.
At the Malone Vaughn Group, we combine Merrill's resources with personalized attention to help you navigate complex financial decisions confidently. Whether you're an individual investor or a corporate leader, we are committed to guiding you toward financial success.
CFP®, CPFA®
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
