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Jonathan Malone, CDFA

 

Member profile details

First name
Jonathan
Last name
Malone, CDFA
Business Name
Castle Wealth Group
Title/Position
Managing Partner
Head shot
Phone
704-488-0916
Business Phone
704-488-0916
Group participation
  • All Board Members
  • All Chapter Directors
  • North Chapter
Preferred Chapter
North
 

Extended Business Details for Directory

Company Logo
 

Industry Exclusivity

Brief Company Description
Castle Wealth Group is an independent, firm, offering full service wealth management, insurance planning, college planning, tax strategies, employee benefits, fee based planning, and more.
Industry
Financial Services
Specific Industry description
Financial Planning
Other Professional Memberships
Certified Divorce Financial Analyst (CDFA), Million Dollar Round Table (MDRT), National Association of Insurance and Financial Advisors (NAIFA)

CONTACT US


Jeremiah Hunt, President  |  jeremiah.hunt@localfirstbank.com

Abby Mathiason, Membership Committee Co-Chair  |  abby.mathiason@gmail.com

Lauren Borchert, BLOC Administrator  |  admin@businessleadersofcharlotte.com 

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