Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
As a Merrill Lynch Wealth Management Advisor, I offer advice and guidance for potential investment solutions that consider your life goals, risk tolerance, time horizon and liquidity needs.
Malonn Barnes has served in the financial industry since 2003. He helps business owners, health care professionals, entrepreneurs, and individuals set a clear and realistic path toward meeting their financial objective while showing them how to build and preserve wealth.
Malonn Barnes understands that each investor has unique hopes and ambitions, his aim is to get to know their needs, desires, and what they value the most. Malonn’s approach is consultative and committed to excellence, he takes the time to listen to client financial situations, preferences and goals, including time horizon, liquidity and risk tolerance.
Malonn leverages the investment insights of Merrill Lynch Wealth Management and access to the banking convenience of Bank of America to provide a breadth of financial services. His focus is on developing tailored strategies for clients, their families and their businesses to help them pursue short- and long-term financial goals. Passionate about delivering excellent service, Malonn works to help save time, make more informed financial decisions and drive progress.
Malonn resides in the Elk Grove, CA area with his two girls and his wife Shayla Barnes who is a doctoral candidate and an Executive Director of a Local Non-Profit serving children. Malonn also serves on the foundation board of the Sacramento Black Chamber of Commerce. Outside of work Malonn occupies his spare time enjoying his family and coaching. He also enjoys numerous hobbies including golfing, basketball, and music.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.