Private Client Advisor
Current
Oct 2023 - Present
AeroLeads people directory · profile
Maureen Donahue, Msda, Msf, Cfp® Email & Phone Number
Financial Planner at Yardley Wealth Management
at
Yardley Wealth Management, LLC
1 work email found
@rockwoodwealth.com
2 phones found area 484 and 314
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner at Yardley Wealth Management
Location
Greater Philadelphia, United States, United States
Who is Maureen Donahue, Msda, Msf, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Maureen Donahue, Msda, Msf, Cfp® is listed as Financial Planner at Yardley Wealth Management at Yardley Wealth Management, LLC, based in Greater Philadelphia, United States, United States. AeroLeads shows a work email signal at rockwoodwealth.com, phone signal with area code 484, 314, and a matched LinkedIn profile for Maureen Donahue, Msda, Msf, Cfp®.
Maureen Donahue, Msda, Msf, Cfp® previously worked as Private Client Advisor at Yardley Wealth Management, Llc and Private Client Advisor at Rockwood Wealth Management. Maureen Donahue, Msda, Msf, Cfp® holds Master Of Science In Commerce And Economic Development, Data Analytics And Finance from Northeastern University.
Company email context
Email format at Yardley Wealth Management, LLC
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*@rockwoodwealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Maureen Donahue, Msda, Msf, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Maureen Donahue, Msda, Msf, Cfp®
A commitment to a client-centric practice and unwavering integrity in all of our endeavors ensures that our clients' best interests are always our best interests.As Fee–Only, independent fiduciaries, we are free of the conflicts of interest and compromises that characterize many Wall Street firms. We put our clients first and have an unwavering legal and ethical commitment to ensure that all every recommendation we make is in the client’s best interests.Rockwood Wealth Management is an Independent, Fee-Only Financial Planning and Investment Management firm with locations in New Hope, PA.Additional information can be found at www.rockwoodwealth.com or by calling me on my phone at (267) 744-0092 or Rockwood Wealth Management at (267) 983-6400.
Listed skills include Microsoft Excel, Financial Analysis, Microsoft Office, Access, and 11 others.
Current workplace
Maureen Donahue, Msda, Msf, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
8 roles
Maureen Donahue, Msda, Msf, Cfp® work experience
A career timeline built from the work history available for this profile.
Private Client Advisor
Aug 2018 - Oct 2023
Financial Advisor
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.
Apr 2016 - Jul 2018
Client Service Associate
- Collaborated with a team of four financial advisors and two other client service representatives to provide personalized service to 150 client relationships with a total of $10 billion in AUM.
- Promoted to lead on three relationships with average AUM $200 million as a result of superior account service based on knowledge of each account.
- Presented custom product presentations on the personal needs of clients based upon weekly contact. Presentations were targeted at placing clients with products that aligned with their unique needs.
Apr 2014 - Mar 2016
Financial Analyst
- Supported team of 2 senior wealth advisers who manage over $500 million in assets
- Generated and analyzed portfolios with assets of $10 million plus to determine strategic and tactical asset allocations using Goldman Sachs proprietary models and software
- Researched fixed income, equity, and alternative investment products to implement into clients’ portfolios and maintain the appropriate risk level and diversification
- Managed deadlines for time sensitive reports, ranging from team performance reports to detailed holding reports
- Organized weekly team meetings, which included a formal agenda of team discuss topics and team performance data as well as a news article for an open discussion
- Customized client portfolio presentations with information on current market conditions, optimal risk level, investment assets, and future portfolio outlook and goals in order to inform clients of their performance
Mar 2013 - Sep 2013
Business Development Co-Op
Turner Investments, L.P.
- Customize personal FactSet report
- Research and organize potential prospects
- Automate client relation reports through VBA programming
- Improve current report processes
- Construct a competitor analysis for the sales and client team
Mar 2012 - Mar 2013
Equity Options Co-Op
- Recorded options trades into internal database to track trades for performance reports and compliance inquires
- Identified problems in current process of clearing options trade data and collaborated with operations team to change the process toensure that all options trades cleared in the proper accounts each day and few or no.
Apr 2011 - Sep 2011
Summer Star Scholar
- Familiarized self with Technology Transfer Office
- Created interview questions as part of a quantitative research method
- Conducted interviews with employees in the Technology Transfer Office
- Presented information in an organized poster to individual inquiries
Jun 2010 - Sep 2010
4 education records
Maureen Donahue, Msda, Msf, Cfp® education
Master Of Science In Commerce And Economic Development, Data Analytics And Finance
Northeastern University
Bs, Accounting And Finance
Drexel University'S Lebow College Of Business
Exchange Program
Aston University
Education record
Mount Saint Joseph Academy
FAQ
Frequently asked questions about Maureen Donahue, Msda, Msf, Cfp®
Quick answers generated from the profile data available on this page.
What company does Maureen Donahue, Msda, Msf, Cfp® work for?
Maureen Donahue, Msda, Msf, Cfp® works for Yardley Wealth Management, LLC.
What is Maureen Donahue, Msda, Msf, Cfp®'s role at Yardley Wealth Management, LLC?
Maureen Donahue, Msda, Msf, Cfp® is listed as Financial Planner at Yardley Wealth Management at Yardley Wealth Management, LLC.
What is Maureen Donahue, Msda, Msf, Cfp®'s email address?
AeroLeads has found 1 work email signal at @rockwoodwealth.com for Maureen Donahue, Msda, Msf, Cfp® at Yardley Wealth Management, LLC.
What is Maureen Donahue, Msda, Msf, Cfp®'s phone number?
AeroLeads has found 2 phone signal(s) with area code 484, 314 for Maureen Donahue, Msda, Msf, Cfp® at Yardley Wealth Management, LLC.
Where is Maureen Donahue, Msda, Msf, Cfp® based?
Maureen Donahue, Msda, Msf, Cfp® is based in Greater Philadelphia, United States, United States while working with Yardley Wealth Management, LLC.
What companies has Maureen Donahue, Msda, Msf, Cfp® worked for?
Maureen Donahue, Msda, Msf, Cfp® has worked for Yardley Wealth Management, Llc, Rockwood Wealth Management, Wells Fargo Advisors, J.P. Morgan, and Goldman Sachs.
How can I contact Maureen Donahue, Msda, Msf, Cfp®?
You can use AeroLeads to view verified contact signals for Maureen Donahue, Msda, Msf, Cfp® at Yardley Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Maureen Donahue, Msda, Msf, Cfp® attend?
Maureen Donahue, Msda, Msf, Cfp® holds Master Of Science In Commerce And Economic Development, Data Analytics And Finance from Northeastern University.
What skills is Maureen Donahue, Msda, Msf, Cfp® known for?
Maureen Donahue, Msda, Msf, Cfp® is listed with skills including Microsoft Excel, Financial Analysis, Microsoft Office, Access, Excel, Visual Basic, Analysis, and Strategy.
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