Broker Check

Meet the Family

Jonathan Malone

Partner

(704) 594-8000

(704) 582-6267

jmalone@castlewealth.com

Jonathan Malone is a native of the Pittsburgh, PA area. He relocated to Charlotte in 1999. Jonathan's background includes 8 years in the United States Army, two bachelor degrees, and a vast background as an educator and in sales.

Areas of Focus Include:

  • Personal Life and Disability Insurance
  • Wealth Accumulation and Tax Deferred Strategies
  • Estate Preservation, Wealth Preservation Strategies
  • Buy Sell, Split Dollar and Key Person Life Insurance Strategies
  • 401(k), 403(b), SEP and Profit Sharing Plans
  • Investment Advisory Services

Jonathan lives in Mooresville, NC with his wife Joanna, and their six children. He is a member of F3 Race City, and attends St. Therese Catholic Church.

Jonathan is a NAIFA member, and holds his series 6, 63, & 65 FINRA registrations, life and health licenses and LTC License. He is a member of the Million Dollar Round Table, a premier association of financial professionals.

Michael McFadden

Partner

(704) 594-8000

(704) 582-6267

mmcfadden@castlewealth.com

Michael McFadden has more than 30 years financial experience, the last 15 of which were in the financial services industry. Michael’s mission is to serve his clients by creating a financial planning strategy that is built around their goals and expectations by providing them with investment options as well as solutions to manage the unforeseen risks that are a part of life.

Michael grew up in Bloomfield, CT and moved to Charlotte in 1991. He is a graduate of Central Connecticut State University with a degree in Finance and Accounting. Michael has his FINRA Series 7 and 66 registrations as well as his Life, Health, and Long-Term Care insurance licenses.

Michael lives in Davidson. He has four children, Michael Jr., Megan, Summer, and Bryce. Michael is involved in various community affairs in Davidson such as Davidson Farmer’s Market, the Public Arts Committee and is an active member of F3 Lake Norman. During his spare time, he can be found running long distance relays, working out, or visiting one of his kids.

Ashley Schultz

Business Manager

704-594-8000

704-582-6267

aschultz@castlewealth.com

Ashley and her husband Cory recently relocated to Sherrills Ford, North Carolina from Michigan.
She was born and raised in the small town of Cadillac, MI where she spent 2 years working at a
local financial firm learning the industry, servicing accounts and being the direct point of contact
for all clients. Ashley has 14 years of customer service experience and previously owned and
operated her own home health care business. She has always had a passion for helping others
and is excited to join the Castle Wealth team.
In her free time Ashley enjoys spending time with her family and friends, golfing, days spent on the
lake, reading a good book and exploring the outdoors with her four dogs Braxton, Apollo, Marley
and Nelly.

We Work For You

We Work For You

Our first priority is to take care of you and your family, at whatever stage of life you're at. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

We provide white glove service for small business owners and high net worth families with growing or established portfolios through regular portfolio reviews and contact.