Madelyn A. Mallory,  CFP<sup>&reg;</sup> - Financial Advisor

Madelyn A. Mallory, CFP®

Senior Vice President, Senior Portfolio Manager

The Catalyst Group

Morgan Stanley, 555 California Street, 35th Floor
San Francisco, CA 94104
FINANCIAL ADVISOR'S WEBSITE
(800) 227-5152
(415) 955-1549

General

Madelyn Mallory is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Catalyst Group in San Francisco, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CERTIFIED PORTFOLIO MANAGER(TM) (CPM(R))

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

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Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Nontraditional Households

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Helpful Financial Planning Resources