Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
Kenneth A. McMahan, CRPC®
Senior Vice President
Senior Financial 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.
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.
Missouri State University
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.
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 periodically 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 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.
We will work to help you stay on track, regardless of what the markets are doing.