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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

jmalone@castlewealth.com

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

Website

www.castlewealth.com

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

Scott Donaghy, President | sdonaghy@bestintech.com

Faith Penney, Membership Committee Co-Chair | faith@wegrowvalue.com

Lauren Borchert, BLOC Administrator | admin@businessleadersofcharlotte.com

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