Michael Malloy

Financial Planner

Effective financial planning starts with listening, understanding what matters most, and helping clients make decisions with clarity and confidence.

Meet Michael

Michael is a Financial Planner based in Westport, Connecticut. He joined Mercer Advisors after serving as Financial Planning Specialist at MAI Capital Management. Michael earned a BBA degree in finance and economics from the University of Notre Dame. He also holds the FINRA Series 65 license. Michael enjoys the way that financial planning combines technical problem solving with personal relationship building.

His working style

Michael brings a collaborative, detail-oriented approach to financial planning. He especially enjoys working with young professionals and families who want to build strong financial habits early and create a plan that can adapt as life changes.

Michael in real life

What keeps you busy outside of work?

Outside of work, I spend a lot of time around music. I enjoy playing guitar and piano, singing, going to concerts, and discovering new artists. It’s my favorite creative outlet and a great way to connect with other people.

Favorite thing about where you live?

The pizza in New Haven, Connecticut, is second to none.

Any words you try to live by?

Try to learn something new every day.

Ready to learn more?