Matthew Walter Maloney

Financial Representative

  • Mobile 863-397-5211
  • Office 863-577-3249

My Team

Matt takes great pride in surrounding himself with people of character, integrity, and knowledge. His team of Tommy Pate, Jonathan Hunt, Chris Carpenter, Cissie Callaway, Monique Mathews, and Christy Henderson align perfectly with those values. With each member providing different areas of expertise, the Maloney team provides its clients with a world class experience.

Top standing, left to right: Christy Henderson, Chris Carpenter, Jonathan Hunt, Tommy Pate, and Monique Mathews

Bottom seated, left to right: Matt Maloney and Cissie Callaway
 

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please call Cissie at 863-577-3268. She will respond promptly.
 

My Associates


Chris Carpenter
Financial Representative

Chris Carpenter specializes in developing comprehensive financial planning advice for retirement, investments, and risk management. Chris has been with Northwestern Mutual since 2012, and has been in the finance world since 2003. Chris has a passion for helping his clients, and an in-depth knowledge of industry products, services, and best practices. In his free time, Chris enjoys golfing and spending time with his beautiful wife, Rebecca and their two amazing kids, Tyce and Emmy.

Jonathan Hunt
Wealth Management Advisor

Jonathan is the Managing Director of the Lakeland office of Northwestern.  Jonathan is married with 4 kids and enjoys travel, photography & sports.  He is a CFP, CLU, ChFC, CLTC & CASL and his business focuses on tax-efficient savings and investing strategies for professionals and business owners.  Jonathan's life mission statement is "To be a fully committed FOLLOWER of Jesus Christ and a LEADER in life."

 

Tommy Pate
Financial Advisor

Tommy has been with Northwestern for 26 years. He enjoys helping the 45+ age group prepare for retirement through saving and distribution of savings. He also has a passion for helping his clients prepare defensively for retirement and the risks of living too long and/or needing care later in life.

 

My Staff

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck