Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
As a Merrill Lynch Wealth Management Advisor, I offer advice and guidance for potential investment solutions that consider your life goals, risk tolerance, time horizon and liquidity needs.
Barbara McMahon is a Senior Financial Advisor in the Wealth Management Division of Merrill Lynch Wealth Management in Ridgefield CT. She holds the designations of Accredited Asset Management SpecialistSM and CPFA.
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 25 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 10 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
Accredited Asset Management SpecialistSM and AAMS® are registered service marks of the College for Financial Planning.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
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.
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Employee Benefits Specialist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address 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 approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.