Explaining Certifications
We value our client's trust and our role as a financial steward, committed to treating your assets with the utmost level of care and prudence. In fact, we are so dedicated to our profession that we have deemed The Mahoney Group as a “learning organization” and have embraced education as a lifelong pursuit. Our team is unique – we are one of the most credentialed teams at Raymond James and a leader in the industry. Let Phil Murphy and Kristen Koluch explain the alphabet soup of financial designation - CFA®, CFP®, CIMA® and more.
