Financial Advisor Charles Maloney in Leesburg, VA

Charles Maloney

MBA

Financial Advisor

Maloney & Associates

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Years of Experience

This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 / 5 rating based on 11 reviews
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Charles.P.Maloney@ampf.com

PHONE

571.209.9586

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Investments
Retirement Planning Strategies
Estate Planning Strategies
Wealth Preservation Strategies
Social Security Retirement Benefits
Saving for Education
Investment Management
Retirement Plan Distribution
Sustainable and Responsible Investing
Family Finances

Vice President, Financial Advisor, Smith Barney, Inc., 1997 - 2010
Financial Advisor, Prudential Securities, 1993 - 1997
U.S. Marine Corps, First Lieutenant, 1966 - 1969 (includes 13 mo. in Viet Nam)

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Rotary Club of Leesburg - Member (1994 - 2020), President (1999)
REHAU Rotary Resolution 10K Race (largest New Years Day race in DC area) - Founder and Co-Director (1998 - 2018)
Conversations at Oatlands - Board Member (2001 - 2020), Current Chairman
Oatlands Plantation (National Trust Property) - Board Member (1994 - 2004), Treasurer (2000 - 2004)
Notre Dame Academy (now Middleburg Academy) - Board Member (2000 - 2006), Treasurer (2003 - 2006)

My interests are family, reading, gardening, travel and serving on the Boards of local non-profits.

3 albums

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