Thomas Malone

Thomas M. Malone, CFP®
Managing Director Wealth Advisor Truist Bank

924 Kildaire Farm Rd

2nd Floor,

Cary, NC 27511-3923

Tommy.Malone@Truist.com

Phone 919-319-4866

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About me

Background

Tommy Malone is a Managing Director and Senior Wealth Advisor with Truist Bank. With more than 25 years of experience in the Wealth Management industry, Tommy assists a select number of client families with a wide variety of wealth management needs, including investment management, financial planning, estate and gift tax planning, income tax planning, philanthropy, risk management, legacy planning and family governance. Through a team of specialists, which includes financial planning strategists, personal trusts specialists, portfolio managers, risk and tax strategists, and wealth client specialists, Tommy delivers a multi-generational wealth management experience that is centered around the client, focused on complex financial issues and delivered though exceptional client service.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts
University of North Carolina at Chapel Hill 1994
Masters of Business Administration
UNC Kenan-Flagler Business School 2005

Personal Interests

Tommy is an active member of St. Michaels Episcopal Church in Raleigh, currently serving on the vestry and gives his time as an usher and volunteering with the Children’s Ministry. He is passionate about his alma mater and has volunteered his time serving the University: he has spent time on the UNC Board of Visitors and the Board of Advisors of UNC’s Rams Club. Tommy also enjoys spending time with his three children, UNC athletics, and an occasional round of golf.  

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking needs of business-owners

Accomplishments

Sterling Performer*
Truist 2019
Elite Performer**
Truist 2019
*The Truist Sterling Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand and our Performance.

 **The Elite Performer Award is based on production.

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