Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Kathleen “KC” Maloney is a Wealth Management Advisor. She is a CERTIFIED FINANCIAL PLANNER™ certificant. KC also holds her Series 7 and 66 FINRA registrations.
As the team's planner, 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 monitoring 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 financial 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 with a concentration in Political Science. Prior to joining Merrill Lynch 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 competitive golf and travelling with friends and family.
Rutgers State University
We along with your tax professional can help you understand how it might affect your investment strategy
Supported by the global resources of Merrill Lynch, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, 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.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
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 strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy 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.