Kathleen Malone

How Kathleen can help you - 
Kathleen works with select multi-generational families and corporate executives by taking a full balance sheet approach. She provides comprehensive planning that includes analysis of financial goals, cash management, credit, family dynamics, and legacy planning to create customized solutions based on each client’s unique needs. Kathleen believes in shared accountability and enjoys working with clients who value her advice. She takes the time to have meaningful conversations about how her clients think and feel about their wealth. With a passion for women and investing, she helps ensure both spouses are always heard in joint client relationships.

What makes her knowledgeable -
Kathleen brings more than 25 years of experience in solving complex wealth management needs. In 2018, she received a lifetime induction into Barron’s Financial Advisor Hall of Fame¹. In addition, she has received numerous industry recognitions viewable on our team website tryonpwg.com.

Getting to know Kathleen - 
Originally from the Chicago area, Kathleen lives in Cornelius, North Carolina, with her husband, Jason. Outside of the office, she likes to read, golf, ski, and spend time with her family. Kathleen is also the proud mother of Emily Malone, who is a member of the team.


^{1 2018 Barron’s Hall of Fame Advisor (years 2008-2018). To be named a Barron’s Hall of Fame Advisor the advisor has to have been named by Barron’s for ten years in their Top 100 Advisor ratings. In Kathleen Malone's case, they qualified for the Hall of Fame in 2018, based on 10 years on the Top 100 Women Advisors list. Qualifying for the Hall of Fame is a one-time event and remains in perpetuity. The Barron’s Top 100 Women Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.}