Grant McMahon
Financial Advisor
- Role
- Financial Professional at Equitable Advisors
- Location
- Ocala, FL, US
- LinkedIn followers
- 500 followers
About Grant McMahon
Grant McMahon’s well-rounded academic background and experience are the foundation of his focus in financial planning and advising. Combined with high ethical standards and a deep understanding of his clients needs, he provides comfort and understanding to the businesses and individuals he serves.After graduating from the University of North Florida with two bachelor’s degrees in Business Administration – finance and economics – he earned the title Qualified Plan Specialist. A valuable designation held by very few professionals in the central Florida area, this specialization in 401(k) plans allows Grant to help businesses and individuals reach their future financial goals with personalized, face-to-face service.* Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.
Experience
Financial Professional
Mar 2024 — Present
Education
The Wharton School
Certificate in Retirement Planning
2013 — 2013
University of North Florida - Coggin College of Business
BBA, Corporate Finance
1999 — 2004
University of North Florida - Coggin College of Business
BBA, Economics
1999 — 2004
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