Kathleen “KC” Maloney is a First Vice Presidnet, Wealth Management Advisor in the Short Hills, Merrill Complex. She is a CERTIFIED FINANCIAL PLANNER™ certificate and a CPFATM designation. KC also holds her Series 7 and 66 FINRA registrations.
KC collaborates with clients in clarifying their current situation, risk parameters, objectives and life goals. After extensively analyzing the data gathered during the preliminary meeting, she will construct your plan to help you reach your financial goals. Taking into consideration your specific objectives, we determine which investment strategies are best for you and begin to implement your wealth management plan. The final stage of our process includes tracking and review of your wealth management plan.
Since change is a constant in life, your financial goals and needs are likely to evolve over time. Accordingly, we engage you to help ensure that your wealth management plan is updated. Our course of action is a continuous evolution that involves performance reviews and strategy sessions to help ensure that your plan continues to meet your ever-changing life goals.
Through our customized process, we strive to provide you with confidence that your goals and dreams can be achieved.
KC holds a Bachelor of Arts from Rutgers University in Political Science and a concentration in Business. Prior to joining Merrill Lynch Wealth Management in 1999, KC worked for the Summit Bank Corp for nine years. She played golf professionally on the LPGA-Futures Tour and taught golf as an LPGA Teaching Professional. She spends much of her free time playing golf and travelling with friends and family.
Our singular focus is you. We pro-actively navigate complicated financial issues to keep the focus on what is important to you. Along the journey we continually adjust for shifting financial conditions to keep you on course to achieving your financial goals.
Through our personalized team approach, we offer customized planning to include retirement, investment management, estate planning services, risk management strategies, and more to help ensure you achieve your financial goals.
We are committed to providing our clients with the highest level of personal service and extensive knowledge.
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.
