Conor Malone

Conor Malone, CFP^®, CIMA^®, CPFA®First Vice-PresidentWealth Management AdvisorPortfolio Manager Phone: 570.330.8773 Fax: 570.906.8070 Email: conor.malone@ml.comConor joined Merrill Lynch Wealth Management in 2012. He works with individuals, corporations and non-profits to provide a total financial picture using a long term, disciplined strategy to investing. This consistent process begins by listening to your concerns, developing a strategy, and then implementing this strategy. He is always in contact with his clients, updating and educating them on their progress toward their goals and updating the strategy if necessary. He works closely with your CPA and attorney with the goal of having a team of professionals behind every decision. He is committed to taking a holistic look at your financial situation, going beyond the single dimension of investments, and providing personalized service and advice you can trust. He strives to provide our clients with the confidence that every financial aspect is working in harmony. His definition of success is in the continued trust and confidence that each client places in his team.
In his community, Conor's volunteer activities include participating in the Rotary Club of Scranton and Friendly Sons of Lackawanna County. He enjoys rowing at Harvey’s Lake Rowing Club and resides in South Abington with his wife Ellen, and children; Abby, Patrick, Colleen and Finn.
Named to the 2025 Forbes “Top Next-Gen Wealth Advisors Best-in-State” list.
Published on August 6, 2025. Rankings based on data as of March 31, 2025.*
Conor holds the Series 7 and Series 66 FINRA Registrations, is a CERTIFIED FINANCIAL PLANNER^® professional, Certified Investment Management Analyst^® 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.
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 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

*2025 Forbes “Top Next-Gen Wealth Advisors Best-in-State” list. Opinions provided by SHOOK® Research, LLC considered advisors born in 1986 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 SHOOK Research website. SHOOK is a registered trademark of SHOOK Research, LLC.