Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 SpecialistSM.
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, 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 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 10 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 section of TotalMerrill.com
Accredited Asset Management SpecialistSM and AAMS® are registered service marks of the College for Financial Planning.
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
External MSG Specialist
Insurance Associate Specialist
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
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Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.