Matthew Malone

With over 20 years of experience in the financial services industry, I offer clients a well-rounded perspective shaped by roles not only as a Mortgage Banker but also through experience in Financial Advisory and Private Banking. As a Mortgage Banker, I am dedicated to helping clients through every stage of the home financing journey, from purchase to refinance, with personalized service and thoughtful solutions. I value building strong relationships and working closely with each client to understand their goals and identify financing options that align with their needs.

I am originally from upstate New York where I also obtained my degree in Economics from the State University of New York at Cortland. I have called Charlotte my home since 2003. When I am away from the office, I enjoy traveling with my wife and two children and supporting their many extracurricular activities.