I began my career with Edward Jones in 1999 as a financial advisor in Media, PA – a community I continue to serve today.
At our branch office, we develop a relationship of trust that assists our clients in defining and achieving their serious financial goals, especially for those families dealing with catastrophic illnesses, such as Alzheimer's disease. We deliver a consistent, personally tailored client experience geared toward organizing and coordinating every aspect of their financial affairs to help meet their needs and accomplish their goals.
I have served Edward Jones in many capacities – serving as a visiting veteran and growth and performance specialist, and culminating in being invited to become a regional leader in 2006. In this role, I supported and guided 50 financial advisors located throughout eastern Pennsylvania, Delaware and New Jersey. I grew the region to over 100 offices, eventually splitting into two regions for the firm. I was named a principal of the firm in 2009 and retired as a regional leader in 2013.
I have continued my practice with Edward Jones in Media, PA, where I am an active member of my community, serving as past president of the Media Rotary Club and assistant troop leader for the Boy Scouts of America. I currently serve as chair of Cityteam Ministries. I've also served on the boards of the Delaware Valley Alzheimer's Association and the Main Line Adult Day Care Center. I currently serve on the boards of Main Line School Night and the Charlestown Hunt community. I received my B.A. in 1986 from the University of Richmond, where I majored in psychology. I am a native of Malvern, PA, where I still live today. I have been married to my wife, Amy, for 30 years and am the proud father of three adult children.
Focus areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Special Needs Financial Considerations
- Charitable Giving
- Wealth Strategies
Focus Areas
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Special Needs Financial Considerations
- Charitable Giving
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Community Outreach
- Wine Collecting/Enthusiast
- Trivia
Personal Interests
- Spending Time with Family
- Community Outreach
- Wine Collecting/Enthusiast
- Trivia
Office Information
Office Address
325 W State StreetMedia, PA 19063 opens in a new window
Phone Number
Andy Hunt at (610) 627-4667Branch Team
- Malinda Mahoney
- Sr. Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:00AM - 05:00PM |
Monday | 09:00AM - 05:00PM |
Tue | 09:00AM - 05:00PM |
Tuesday | 09:00AM - 05:00PM |
Wed | 09:00AM - 05:00PM |
Wednesday | 09:00AM - 05:00PM |
Thu | 09:00AM - 05:00PM |
Thursday | 09:00AM - 05:00PM |
Fri | 09:00AM - 04:00PM |
Friday | 09:00AM - 04:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Malinda Mahoney
- Sr. Branch Office Administrator
Branch Team
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