Charles (Chuck) Maloney's education in finance, as well as his experience as an insurance company executive and a Deputy Commissioner of the Social Security Administration gives him a unique perspective when considering clients' financial concerns and goals for the future. As an Ameriprise financial advisor, backed by a team of professionals who specialize in everything from retirement and tax planning strategies to insurance and asset management, Chuck's mission is to help clients plan to reach their financial goals through a personal relationship based on personalized, knowledgeable advice.
AREAS OF FOCUS: Investments Retirement Planning Strategies Estate Planning Strategies Family Finances Wealth Preservation Strategies Education Planning
COMMUNITY PARTICIPATION: Rotary Club of Leesburg - Member (1994 - present), President (1999) REHAU Rotary Resolution 10K Race (largest New Years Day race in DC area) - Founder and Co-Director (1998 - present) Conversations at Oatlands - Board Member (2001 - present), Current Chairman Oatlands Plantation (National Trust Property) - Board Member (1994 - 2004), Treasurer (2000 - 2004) Notre Dame Academy (now Middleburg Academy) - Board Member (2000 - 2006), Treasurer (2003 - 2006)