--- title: Colleen Mahoney | Director of Client Experience description: Meet Colleen Mahoney and learn about her role helping clients navigate financial planning, investment strategy, and long-term goals. --- [![MembersWealth-logo-Financial-Advisor-Investment-Management-Wealth-Management-Members-Wealth-Media-Philadelphia-PA](https://www.memberswealthllc.com/hs-fs/hubfs/MembersWealth-logo-Financial-Advisor-Investment-Management-Wealth-Management-Members-Wealth-Media-Philadelphia-PA.png?width=2000&height=173&name=MembersWealth-logo-Financial-Advisor-Investment-Management-Wealth-Management-Members-Wealth-Media-Philadelphia-PA.png "MembersWealth-logo-Financial-Advisor-Investment-Management-Wealth-Management-Members-Wealth-Media-Philadelphia-PA")](https://www.memberswealthllc.com/) # Members' Wealth [Book a Meeting](https://go.oncehub.com/MeetingwiththeMembersWealthTeam) [Client Login](https://login.orionadvisor.com/login.html?g=60f050c4-32c6-43e3-892a-da37527f25d1&e=4&i=165) - [Who We Are](https://www.memberswealthllc.com/our-story) - [How We Help](https://www.memberswealthllc.com/how-we-help) - [FAQs](https://www.memberswealthllc.com/faqs) - [Who We Serve](https://www.memberswealthllc.com/who-we-serve) - [Families](https://www.memberswealthllc.com/who-we-serve/families) - [Trusts](https://www.memberswealthllc.com/who-we-serve/trusts) - [Business Owners](https://www.memberswealthllc.com/who-we-serve/business-owners) - [Our Insights](https://www.memberswealthllc.com/insights) - [Contact Us](https://www.memberswealthllc.com/contact-us) - [For Advisors](https://www.memberswealthllc.com/for-advisors) [Subscribe](https://www.memberswealthllc.com/subscribe)[Client Login](https://login.orionadvisor.com/login.html?g=60f050c4-32c6-43e3-892a-da37527f25d1&e=4&i=165)[Book a Meeting](https://go.oncehub.com/MeetingwiththeMembersWealthTeam) [Call Us](tel:+1-267-367-5453) - [Who We Are](https://www.memberswealthllc.com/our-story) - [How We Help](https://www.memberswealthllc.com/how-we-help) - [FAQs](https://www.memberswealthllc.com/faqs) - [Who We Serve](https://www.memberswealthllc.com/who-we-serve) - [Families](https://www.memberswealthllc.com/who-we-serve/families) - [Trusts](https://www.memberswealthllc.com/who-we-serve/trusts) - [Business Owners](https://www.memberswealthllc.com/who-we-serve/business-owners) - [Our Insights](https://www.memberswealthllc.com/insights) - [Contact Us](https://www.memberswealthllc.com/contact-us) - [For Advisors](https://www.memberswealthllc.com/for-advisors) ![Colleen_RT copy](https://www.memberswealthllc.com/hs-fs/hubfs/Colleen_RT%20copy.jpg?width=4000&height=6000&name=Colleen_RT%20copy.jpg) # Colleen Mahoney Director of Client Experience Colleen Mahoney began her career with an investment advisory firm focusing on high-net-worth clients. From there, Colleen spent eight years managing the Client Services Division of Lockwood Financial Services (she was my boss!), where she interacted daily with financial advisors, assisting them with their clients’ needs. After taking time out of the workforce to raise her children, Colleen joined The Philadelphia Group where she served as the primary point of contact for client service requests. A graduate of Villanova University with a degree in Business and Finance, Colleen brings knowledge and experience to the team she works with and her clients. Colleen could do any role she desired in wealth management and financial services. She is smart, driven and talented. Lucky for our clients she chose to be one exceptional client service professional. We all feel really fortunate that she wanted to join the team. In her free time, Colleen enjoys spending time with her husband, four children and their four rescue dogs. She also likes to volunteer in her children’s schools and for local youth sports programs. We are super excited for you all to meet Colleen. You will not be disappointed. #### More About Us - [Meet Our Team](https://www.memberswealthllc.com/our-story#founders) - [Our Story](https://www.memberswealthllc.com/our-story) - [News & Insights](https://www.memberswealthllc.com/insights) #### Subscribe to Our Insights Company - [Who We Are](https://www.memberswealthllc.com/our-story) - [Areas We Serve](https://www.memberswealthllc.com/areas-we-serve) - [Our Insights](https://www.memberswealthllc.com/insights) - [Contact Us](https://www.memberswealthllc.com/contact-us) Services - [How We Help](https://www.memberswealthllc.com/how-we-help) - [Who We Serve](https://www.memberswealthllc.com/who-we-serve) - [FAQs](https://www.memberswealthllc.com/faqs) Resources - [Join Us](https://www.memberswealthllc.com/join-us) - [Members' Entrance](https://login.orionadvisor.com/login.html?g=60f050c4-32c6-43e3-892a-da37527f25d1&e=4&i=165) - [Careers](https://www.memberswealthllc.com/careers) Important Information - [Form CRS Members' Wealth](https://reports.adviserinfo.sec.gov/crs/crs_323778.pdf) - [Privacy Policy](https://www.memberswealthllc.com/hubfs/Privacy%20Notice-2.pdf) - [Terms of Use](https://www.memberswealthllc.com/terms-of-use) - [Disclosures](https://www.memberswealthllc.com/disclosures) [+1 267 367-5453](tel:267-367-5453) Copyright © 2026 Members' Wealth LLC Members’ Wealth LLC provides investment advisory, wealth management, and other services to individuals, families, and institutional clients. 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