Maureen
Donahue
Yardley Wealth Management LLC
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About this Advisor
Maureen Donahue is a financial advisor based in Morrisville, Pennsylvania, working with Yardley Wealth Management LLC. Maureen has previously held positions at J.P. Morgan Chase, Wells Fargo Advisors, Wells Fargo Clearing Services, LLC, Rockwood Wealth Management, and Yardley Wealth Management. Maureen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Pennsylvania. Currently, Maureen is part of Yardley Wealth Management LLC, which operates out of Morrisville, Pennsylvania. The firm has 2 offices and 7 employees. The firm manages assets totaling $147.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Yardley Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Yardley Wealth Management LLC Brokerage Details
$147,174,738
7
489
$300,971
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Maureen Donahue Work History
Yardley Wealth Management
Rockwood Wealth Management
Wells Fargo Advisors
Wells Fargo Clearing Services, LLC
J.P.Morgan Chase
Disclosures
Please visit the SEC profile of Maureen Donahue to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Yardley Wealth Management LLC
Morrisville, PA
Morrisville, PA
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