Barbara McMahon is a Senior Financial Advisor in the Wealth Management Division of Merrill Lynch Wealth Management in Ridgefield CT. She holds the CPFATM designation.
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 management 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, McMahon 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 daughters for 28 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 over 13 years ago. Prior to joining Merrill, Barbara served as a financial advisor at A.G. Edwards.
To learn more about how Merrill Lynch Wealth Management is helping to meet the financial needs of families of children with disabilities, visit the
section of TotalMerrill.com
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
