Malcolm Elvy, CFP^®

Designations and licenses

Malcolm is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Malcolm focuses on new business development. He works with individuals and families to understand their specific needs and priorities then introduces them to a wealth planning team that can help them achieve their long-term financial objectives.

Prior to joining Mariner, Malcolm was a wealth strategist at J.P. Morgan Wealth Management. Before that, he was a financial planning director and planning solutions specialist at Morgan Stanley Wealth Management.

Malcolm holds a Bachelor of Business Administration degree in marketing from North Carolina Central University.

Personal interests

Away from the office, Malcolm is a musician and enjoys technology, cooking, cars and walking.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.