We are proud of our service-oriented culture dedicated to putting clients first and we are committed to ensuring all advisors and clients enjoy a smooth transition to RBC Wealth Management. Scroll through our team members below to learn more about who we are and how we can be of service to you.

Joe Mooney, AWM

Senior Vice President - Branch Director, Private Client Group, Accredited Wealth Manager

484-530-2805 | Email |
484-530-2842

Joe Mooney started in the financial services industry in 1966 as a financial advisor and became a branch manager in 1970. Joe has spent the last 46 years successfully building and managing branches through recruitment of top advisors and support staff in the industry. Joe joined RBC Wealth Management in 2003 and helped develop the Conshohocken branch into one of the most successful branches in the firm.

Jean M. Hart

Branch Service Manager

484-530-2802 | Email
484-530-2842

Jean Hart holds the Series 7 and 63 securities licenses and has worked in the financial services industry for over 35 years. She has experience in all aspects of running a branch: sales support, operations and administrative management. Jean takes pride in consistently going the extra mile to support the Conshohocken branch and has a very solid understanding of all aspects of the business.

Jean has worked side by side in management with Branch Director, Joe Mooney, for the last 26 years, the most recent 13 years at RBC Wealth Management.