Kenneth A. McMahan, CRPC^®
Senior Vice President
Senior Financial Advisor
Portfolio Advisor

Prior to joining Merrill Lynch in 1997, Ken started his career on Wall Street in New York, working as a Margin Clerk, Global Custody Administrator, and Pension Plan Administrator. Today he helps a broad spectrum of clients with a wide range of investment strategies focused on helping them grow, preserve, and manage their wealth for their lifetime and beyond.

Each client is unique in their circumstances, yet similar in recognizing the value of having an experienced financial advisor on their side. By focusing on what matters to clients on a personal level—accumulating wealth, generating income in retirement, or transferring wealth to younger generations or charitable organizations—Ken can create a customized investment approach designed to address clients’ distinctive set of goals and concerns and help them pursue the financial future they envision.

As a seasoned professional, Ken understands the challenges and responsibilities of running a business. He can offer a wide array of services to help entrepreneurs manage their business assets and personal wealth seamlessly, including cash and liability management strategies through Bank of America. Ken also offers access to specialized lending strategies, such as 100% financing, variable and fixed-rate interest-only home loans.

Ken is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch or approved third- party investment managers’ strategies, funds or portfolios.

Ken earned a bachelor’s degree in Economics from Missouri State University in Springfield. In his spare time he enjoys spending time outdoors running marathons, competing in triathlons, mountain biking, and snowboarding. Ken also enjoys traveling and listening to live music.

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I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.