Colleen Maloney

About Colleen Maloney

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Experience

1. Financial Advisor

   Edward Jones

   Jun 2016 — Present

   Allowing someone into your world of finances can be deeply personal, so it\'s important to select someone with practical knowledge, personal experience and a passion for people to be your trusted financial advisor. I believe that consistently taking the time to learn what is important to each individual provides a clear understanding of expectations and goals through your lifetime. This established process allows me to offer personalized advice to each unique situation. We may also involve your CPA, attorney and other professionals to get a clearer picture of what strategies are optimal, factoring in tax concerns, wealth protection and estate considerations, as well as your charitable inclinations. I truly enjoy helping families determine what wealth means in their lives and how they can connect it to their personal goals. Throughout your lifetime, we will experience events such as retirement transition, timing of claiming Social Security benefits, Medicare decisions, how to coordinate the liquidation of retirement and brokerage accounts along with other specific needs. Our branch team is committed to providing a comfortable environment for our clients to express themselves, ask questions and learn. Together with my branch partner, Rhonda, we focus on helping our clients feel secure and in control of their finances, so they can live generously.Outside of Edward Jones, my husband, Justin, and I have four wonderful daughters and two fur babies. I was born in Omaha, Nebraska, and have called Fort Wayne home for over 25 years. My hobbies include reading, spinning, traveling and exploring local craft breweries.

Education

• Bowling Green State University

  Bachelor of Science (B.S.)

  1992 — 1996

Skills

• Investments
• Series 66
• Program Management
• Disability Insurance
• Insurance
• Term Life Insurance
• 401(K) Retirement Savings Plans
• Analysis
• Variable Annuities
• Platform Integration
• Problem Solving
• Technology Solutions
• Strategic Planning
• Life Insurance
• Training
• Quality Performance & Improvement
• Life & Health Insurance Licenses
• Retirement
• Customer Service
• Operational Efficiency
• Management
• Customer Service Management
• Retirement Planning
• Sales
• 401k
• Operational Improvement
• Crisis Management
• Long-Term Care
• Indexed Annuities
• Long Term Care Insurance
• Process Improvement
• Recruiting
• Series 7
• Staff Development
• Staff Recruiting
• Maintaining Strong Client Relationships
• Brokers
• Performance Metrics
• Leadership
• Fixed Annuities