He was named to Forbes Best-in-State Wealth Management Teams in 2023 and 2024 and received the Best-In-State Next-Gen Wealth Advisors award from Forbes, also in 2023 and 2024.
ATLANTA, GA, November 15, 2024 /24-7PressRelease/ — James G. Malatos, CFP®, CRPC®, has been selected for inclusion in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Malatos is a distinguished financial planner with a robust career in wealth management. As the senior vice president of wealth management at UBS, he is dedicated to assisting clients in various aspects of financial planning. Since stepping into his current role in 2019, he has worked working closely with his clients on wealth and cash management, developing comprehensive cash flow plans. In the process, he collaborates with six advisors and supporting staff, focusing on corporate executives.
Prior to his tenure at UBS, Mr. Malatos was a senior financial advisor and vice president at Merrill Lynch Wealth Management from 2012 to 2019. During this period, he honed his skills in personal finance, wealth management, retirement planning, and education planning. His dedication to helping clients achieve long-term financial independence has been a hallmark of his career.
Mr. Malatos’s educational background includes a Bachelor of Science in business administration and management from the College of Charleston, where he graduated in 2012. He further enhanced his qualifications by obtaining several certifications, including Certified Financial Planner™ from Terry College of Business at the University of Georgia in 2021, Personal Investment Advisor from Merrill Lynch in 2014, Chartered Retirement Planning Counselor® from the College for Financial Planning in 2013, and certification from the Financial Industry Regulatory Authority (FINRA).
In addition to his professional accomplishments, Mr. Malatos is actively involved in industry-related organizations. He serves as the planning director for the pro bono division of the Financial Planning Association (FPA) of Georgia and is also an FPA committee member. His commitment to giving back to the community is evident through his volunteer work with Habitat for Humanity.
Mr. Malatos’s dedication to his profession has been recognized through several prestigious awards. He was named to Forbes Best-in-State Wealth Management Teams in 2023 and 2024 and received the Best-In-State Next-Gen Wealth Advisors award from Forbes, also in 2023 and 2024.
Mr. Malatos attributes much of his success to maintaining a healthy balance between work and personal life. Looking ahead, he envisions starting a family while continuing to expand his impact by helping more individuals live fulfilling lives. He views money as a resource to facilitate life experiences and is committed to helping others understand this perspective.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who’s Who® website, www.marquiswhoswho.com.
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