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Senior Financial Advisor63 COPPS HILL ROAD
Floor No. GR,
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Barbara McMahon is a Senior Financial Advisor in the Wealth Management Division of Merrill Lynch in Ridgefield Ct. She holds the designation of Accredited Asset Management Specialist(SM). Barbara works with individuals,executives, business owners, and non-profits. She understands the inner workings of the family unit and the corporate world, thus utilizing her experience in both of these areas to tailor fit investment strategies. She works in the areas of college and retirement planning, investment management, portfolio construction, concentrated and restricted stock strategies. Ms. McMahon guides clients through the myriad of investment options to implement a very specific financial road map that can speak to clients objectives.She helps clients address the key questions: DO I HAVE ENOUGH INCOME TO LAST MY LIFETIME? WHEN CAN I RETIRE? SHOULD I DIVEST COMPANY STOCKS,GRANTS ? HOW DO I PREPARE FOR DIVORCE?All of these are concerns of clients today. A cum laude graduate of Iona College in New Rochelle, New York, Mc Mahon has held Executive VP/Director and Officer positions at several broadcasting companies in Los Angeles, New York,Washington and Atlanta before joining the securities industry. She is a Board member of Rotary. Her involvement with organizations,such as NAWBO,Children of the American Revolution, the Lustgarten Pancreatic Cancer Foundation and Special Needs Children are among her interests. She has resided in Ridgefield, Ct. with her two teenage daughters for 23 years, Megan and Shannon. Ms. McMahon contributes a good amount of her time to helping single parents, which is one of her passions.Ms.McMahon joined Merrill Lynch over 8 years ago.Prior to joining Merrill,Barbara served as a financial advisor at A.G. Edwards.
To learn more about how Merrill Lynch is helping to meet the financial needs of families of children with disabilities, visit the Accredited Asset Management SpecialistSM and AAMS® are registered service marks of the College for Financial Planning.
Barbara McMahon is registered to do business in : AZ, CA, CT, FL, HI, IL, MA, MD, ME, MI, NC, NJ, NY, SC
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