Brian Malfettone
Wealth Management Advisor
- Role
- Wealth Management Advisor, Senior Vice President at Merrill Lynch
- Location
- Garden City, NY, US
- LinkedIn followers
- 500 followers
About Brian Malfettone
Brian is a Senior Vice President and Wealth Management Advisor with Merrill Lynch Wealth Management and holds the Chartered Retirement Planning Counselor™, CRPC™, Chartered Retirement Plans Specialist™, CRPS™, and Certified Plan Fiduciary Advisor® (CPFA®) designations. Brian is a partner of the May Malfettone Gold Biblo group, who have been named to the Barron\'s \"Top 250 Private Wealth Management Teams\" in 2025.(Published annually in November. Ranking based on March 31 data the same year). Brian began working for Merrill Lynch Wealth Management in 2004. He holds a Bachelor of Arts in Management and Political Science from Gettysburg College, has attended the University of Queensland in Australia, and the Zarb Graduate School of Business at Hofstra University. Brian has been named to the Forbes \"Best-In-State Wealth Advisor\" list in 2025 (*Published annually July – Sept. Rankings based on data as of March 31 of current year) and the Forbes \"Best-in-State Next-Generation Wealth Advisors\" 2019 list (*Published on September 4, 2019. Rankings based on data as of March 31, 2019.) Forbes \"Top Next-Generation Wealth Advisors\" list in 2017, 2018, 2019, and 2020 (*Published annually July – Sept. Rankings based on data as of March 31 of current year.) The May Malfettone Gold Biblo Group was recognized in 2023 and 2024 for the Forbes \"America\'s Top Wealth Management Teams High Net Worth\" list.(*Published on November 13, 2024. Rankings based on data as of March 31, 2024.) Brian\'s personal interests are baseball, basketball, golf and the guitar. Brian is an amateur baseball historian and has been published twice in various publications/books discussing the game he cherishes. His charitable and volunteer interests include mentoring students from his alma mater Gettysburg College, youth sports coaching, and career assistance to the blind and visually impaired.*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.*Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States
Experience
Wealth Management Advisor, Senior Vice President
Jul 2004 — Present
Education
Gettysburg College
Bachelor's Degree
2000 — 2004
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