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David Maloney, Financial Advisor

FINANCIAL ADVISOR
David G Maloney

CFP®
Emerald Point Suite El1, 16141 Swingley Ridge Road, Chesterfield, MO 63017opens in a new window
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Insurance & Annuities
  • Employee Stock Options
  • Business Retirement Plans

About David

Working with a financial advisor to assist in achieving your financial goals and dreams is an important decision. My hope is that after reading this information, you decide to reach out to my office and schedule time to discuss them.

I am a husband to my high school sweetheart, and father of two wonderful children. After graduating from the University of Missouri - Columbia with a Masters in Accountancy, I worked in both public and private accounting, and earned my CPA certificate. I received the CFP® certification in 2024.

From that work experience, I learned that to succeed in attaining a...

Work History

  • Edward JonesJune 2001 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Missouri-ColumbiaMasters
  • Univ of Missouri-ColumbiaBachelors

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Golfing

Team Members

  • Kara Stein
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(636) 537-3898

Fax

(877) 295-3173

Office Address

Emerald Point Suite El1
16141 Swingley Ridge Road
Chesterfield, MO 63017opens in a new window

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