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Malcolm. Ethridge

Managing Partner at Capital Area Planning Group

Malcolm Ethridge, CFP®, EA, currently serves as the Managing Partner at Capital Area Planning Group and Capital Area Tax Consultants since 2024 and 2023, respectively. In addition, Malcolm is an On-Air Contributor at CNBC, also beginning in 2023. Prior experience includes roles as Executive Vice President and Financial Advisor at CIC Wealth from 2019 to 2024, and Associate Vice President and Financial Advisor at Wells Fargo Advisors from 2016 to 2019. Malcolm started as a Financial Advisor at Merrill Lynch from 2011 to 2016. Educational achievements include a Bachelor's Degree in Marketing/Management from North Carolina Agricultural and Technical State University, a CRPC® in Retirement Planning from the College for Financial Planning, and a CFP® in Financial Planning from Georgetown University.

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