Financial Advisor, Merrill Lynch

Barbara McMahon

Senior Financial Advisor


63 COPPS HILL ROAD
Floor GR

RIDGEFIELD, CT 06877

Phone: (203) 8947824
Email:

Directions to Branch

PROFESSIONAL PROFILE

Barbara Mc Mahon is a Senior Financial Advisor in the Wealth Management Division of Merrill Lynch in Ridgefield Ct. She holds the designation of Accredited Asset Management Specialist(SM).Ms. McMahon also holds the Certified Special Needs Advisor designation,an internal, Merrill Lynch self study curriculum based on a variety of Wealth Management topics and a course exam. 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 her clients through the myriad of investment options to implement a very specific financial road map that can speak to clients objectives.

A cum laude graduate of Iona College in New Rochelle, New York, Mc Mahon 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 associated with NAWBO,GDBA and Rotary, the Women Entrepreneurial Network and the Ridgefield Chamber.Her involvement with organizations such as Children of the American Revolution, the Lustgarten Pancreatic Cancer Foundation and the Outreach TOPSoccer for Special Needs Children are among her interests.
She has resided in Ridgefield, Ct. with her two teenage daughters for 20 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 Merrrill Lynch 6 years ago . Prior to joining Merrrill,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

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Barbara McMahon is registered to do business in:AZ, CA, CT, FL, HI, MA, ME, MI, NJ, NY, OR, SC, VA, VT

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