Jodi McMahon - CLU®, ChFC®

Financial Services Representative
Financial Planner

Visit my web site!

2400 Lakeview Parkway, Suite 450
Alpharetta, GA 30009

Phone: (678)297-4023
Fax: (678)297-4044
E-mail: jmcmahon@atlanta.nef.com

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Investment Adviser Representative of New England Securities, Corp. A registered investment adviser
  • Million Dollar Round Table (MDRT) Member
  • Special Needs Planner - MetLife Center for Special Needs Planning: A specially trained professional who assists families plan for the financial future of their children with special needs.

 

Professional Qualifications and Designations:
 
·          Financial Planner for over 18 years
·          Graduate of University of Georgia, B.A. Accounting
·          Certified Public Account, CPA, 1991
·          Chartered Life Underwriter, CLU, August 2001
·          Chartered Financial Consultant, ChFC, November 2001
·          Atlanta Women’s Foundation Women on Board Program, 2002
·          Special Needs Financial Planner – MetLife’s Center For Special Needs Planning
·          CASL Designation (2008)
·          Series 6, 7, 63, 65 securities registrations
 
Joining New England Financial in 1991, Jodi is now a Financial Planner with 18 years in the industry. Before joining NEF, she was a CPA with Coopers & Lybrand and O’Neal & Saul. 
 
Philosophy:
“I offer comprehensive financial planning in the areas of retirement, insurance, investments, and special needs planning. She creates roadmaps for clients to help them achieve their financial goals.”
 
Industry Affiliations:
 
·          Society of Financial Service Professionals
·          National Association of Women in Construction (NAWIC)
·          Qualifying Member, Million Dollar Round Table
·          Atlanta Womens Network (Memebr)
·          Georgia Breast Cancer Coalition (Board Member)
 
Areas of Concentration:
·          Retirement Planning
·          401 (k) & IRA Rollovers
·          Investment Planning
·          Wealth Management
·          Estate & Tax Planning Strategies
·          Business Planning
·          Special Needs Planning
·          Protection Products-Life, Disability and Long Term Care
 
Personal:
 Originally from Silver Springs, Maryland, Jodi lives in the Atlanta area with her husband, Tom and her two children, daughter, Sarah and son, Tyler. Jodi is interested in traveling, tennis and jogging.