MacMahan, Tater, & Associates

Merrill Private Wealth Management

921 Walnut Street
Floor 01
Boulder, CO 80302
(303) 938.3958
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At MacMahan, Tater, & Associates, our mission to our profoundly esteemed clients, is to build a trusted relationship that is highly respected & valued by taking ownership of their financial complexities simplifying their lives.
MacMahan, Tater, & Associates
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
Jennifer MacMahan
Managing Director, Private Wealth Manager
Working Mother "Top Wealth Adviser Moms", 2021
(Published on October 12, 2021. Rankings based on data as of Mar 31, 2021.)
Forbes "Best-in-State Women Wealth Advisors Ranking", 2022
(Published on February 4, 2022. Rankings based on data as of Sept 30, 2021.)
Forbes "Best-in-State Wealth Advisors", 2022-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Forbes "America’s Top Women Wealth Advisors Best-in-State", 2023
(Published on February 2, 2023. Rankings based on data as of Sept 30, 2022.)
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Forbes "Top Women Wealth Advisors Best-in-State", 2024
(Published on February 8, 2024. Rankings based on data as of Sept 30, 2023.)
MacMahan, Tater, & Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Our Approach
Welcome

MacMahan, Tater, & Associates is a Private Wealth Advisory team for C-Suite executives, entrepreneurs, & multi-generational families. As our client, our relentless commitment is dedicated to simplifying the complexities of your life; drawing from our extensive experience, celebrated collaboration with our team of specialist, and our unwavering passion to deliver excellence & intangible value, we will work with you to help meet all of your financial & personal goals.

We serve a small number of significant clients providing the highest caliber of strategies and services that attests to our deep-seated interest in client well-being. Our clients look to us to streamline their financial complexities posed by their dynamic lives. We implore the opportunity to serve as your trusted advisors to develop personalized strategies to unwind complexity and deploy wealth efficiently.

We understand that affluence can entail a level of decision-making and coordination that can be daunting. As Private Wealth Advisors, we help our clients navigate critical crossroads in their financial lives, helping them make informed decisions that reflect their own distinctive circumstances and goals. We have deep firm knowledge and believe Merrill offers the greatest resources and opportunities for our ultra-high-net-worth clientele. We take a holistic approach to wealth, embedding multiple disciplines within our analyses, strategic designs, and service models as well as support from our team of specialist along with our broad breadth of resources across our entire enterprise including:

  • Customized portfolio management
  • Planning-based services
  • Liability management
  • Income Planning
  • Trust and estate planning strategies
  • Tax Minimization strategies
  • Wealth advisory
  • Philanthropic services
  • Corporate Executive Services
  • Exit Strategy Planning
  • Concentrated equity management
  • IPO Services & Support
  • Pre- and post-sale strategies for business owners
  • Administrative and lifestyle services
  • Custom Financing
  • Access to personal and corporate banking through Bank of America, N.A.
  • Airplane Financing
  • Art Lending

We are truly here to serve & be of value.

Meet Our Team
Jennifer MacMahan,

CIMA®, CPWA®, CRPC™

Managing Director, Private Wealth Manager
303.938.3982
Scott Tater,

CPFA™, CRPC™

Senior Vice President, Private Wealth Manager
303.938.3958
James Williams
Assistant Vice President, Wealth Management Associate
303.938.3929
Nicholas Tater
Officer, Registered Private Wealth Client Associate
303.938.3926
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Private Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Christopher Terry
Residential Real Estate Specialist
Bank of America, N.A.
NMLS #966253
Valerie Galinskaya
Head of Merrill Center for Family Wealth
Bryan Austin
Private Wealth Strategist
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Private Wealth

Looking at your wealth from every angle
Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®, CPWA® and Certified Private Wealth Advisor®. Use of CIMA®, and/or Certified Investment Management Analyst®, CPWA® and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for certification.