portrait of Colleen A Maloney

About Colleen

I became a financial advisor with a goal to deliver a positive and meaningful impact in the lives of my clients and community. Together, with my senior branch office administrator, Rhonda, we organize, build, protect and transfer wealth all while providing exceptional service.

Our branch team is committed to providing a comfortable environment for our clients to express themselves, ask questions and learn. We focus on helping our clients feel secure and in control of their finances, so they can live generously.

We are proud to serve a diverse group of clients with goals that involve creating, spending, giving, protecting...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • LGBTQ+ Finances
  • Intergenerational Planning

Work History

  • Edward JonesFebruary 2016 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Bowling Green State UniversityBachelor of Science

Personal Interests

  • Golfing
  • Reading
  • Music
  • Traveling
  • Pets

Team Members

  • Rhonda Banister
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

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