Conor Malone

Discipline. Trust. Integrity. Excellence. Family. These values are at the heart of how Conor Malone approaches both his personal life and his work with clients.
Conor joined Merrill Lynch Wealth Management in 2012 and works with individuals, corporations and nonprofit organizations to help them achieve their goals by addressing their complete financial picture. His approach is grounded in discipline: listening carefully to clients’ concerns, developing a long-term strategy, implementing it thoughtfully, and continuing to evaluate and update that strategy as circumstances evolve.
For Conor, however, wealth management is about much more than investments. It begins with trust. He believes in maintaining close communication with clients, keeping them informed and educated about their investments and above all progress toward their goals.
Integrity shapes the way Conor approaches each relationship. Rather than looking at investments in isolation, he takes a holistic view of a client’s financial circumstances and works closely with clients’ CPAs and attorneys, with the goal of having a coordinated team of professionals behind important financial decisions.
His commitment to excellence is reflected in a continual focus on professional knowledge and personalized advice. Conor is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Investment Management Analyst® professional and holds the Certified Plan Fiduciary Advisor® designation. He was also recognized on the 2025 and 2026 Forbes “Top Next-Gen Wealth Advisors Best-in-State” list (Published annually Aug. – Sept. Rankings based on data as of March 31 of current year).
Above all, family provides an important foundation in Conor’s life and his goal is to have clients feel part of the family. He resides in South Abington with his wife, Ellen, and their four children, Abby, Patrick, Colleen and Finn. He is active in the community, through the Rotary Club of Scranton, Friendly Sons of Lackawanna County, Ignatian Volunteer Corps of NEPA and coaching his son’s hockey team.  
For Conor, discipline creates consistency, integrity earns trust, and excellence demands continuous effort. But the purpose behind it all is deeply personal: helping people and families pursue the goals that matter most to them.
Services* Goals-based Wealth Management Process* Preparing and Managing Income in Retirement* 401(k) and Retirement Plan Management* Tax Minimization Strategies* Education Funding Strategies* Trust and Estate Guidance Services* Succession Planning* Liquidity and Appropriate Cash Management Solutions* Evaluation of insurance products; life, disability, long-term care* Provide financial education to clients and their families* Research and evaluation of money managers, investment strategies and products
Conor holds the Series 7 and Series 66 FINRA Registrations, is a CERTIFIED FINANCIAL PLANNER^® professional, Certified Investment Management Analyst^® professional and holds the Certified Plan Fiduciary Advisor^® designation. Additionally, he is licensed in Pennsylvania for Health Insurance, Life Insurance, Variable Annuities and Long Term Care.

^{*Forbes | SHOOK® “Top Next-Gen Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1987 or later with a minimum 4 years as an advisor. Advisors have built their practices, lead their own teams, joined teams, are considered future leaders, or combinations thereof. Ranking is based on in-person and telephone due-diligence meetings that measure best practices, client retention, industry experience, compliance records, firm nominations, assets under management and Firm-generated revenue (investment performance is not a criterion). SHOOK’s rankings do not reflect all client experiences, endorse any advisor, indicate future performance and are available for client evaluation only. Compensation was not received from anyone for the study. Past performance is no guarantee of future results. Details available at the SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.}