Jodi McMahon

Jodi McMahon - CASL®, CLU®, ChFC®

Financial Services Representative
CA Insurance License # 0F03519

3333 Peachtree Road NE, Suite 550
Atlanta, GA 30326

Phone: (404)704-3864
Fax: (404)841-7400
E-mail:

  • 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.
  • Million Dollar Round Table (MDRT) Life & Qualifying Member
  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Investment Adviser Representative of New England Securities, Corp. A registered investment adviser

               *CASL                        *CLU                     *ChFC                       *CPA

Career Highlights:
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. Jodi offers comprehensive financial planning in the areas of retirement, insurance, investments,  special needs planning & women in transition. She creates custom roadmaps for each client to help them achieve their financial goals.

Education:
BA, Accounting, University of Georgia
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
CASL Designation (2008)

Services Offered:
Comprehensive Financial Strategies – including Special Needs Planning, Estate Conservation,
Retirement Planning, Retirement, Long Term Care, Investment, Tax, College Funding,
Insurance and Cash Flow Planning                                                                                                    Educating Women in Transition, empowering them to take control

Professional Associations:
Society of Financial Service Professionals
Qualifying Member, Million Dollar Round Table                                                                                       Atlanta Women's Network                                                                                                                  Women in Financial Services

Community Activities:
She is active in the community serving as a board member for the Georgia Breast Cancer Coalition Fund and has been involved in the Leukemia Society, Atlanta’s Table, part of the Atlanta Community Food Bank, and Buckhead Optimist Club. She is a member of the North Fulton Chamber of Commerce.

Personal:
Originally from Silver Springs, Maryland, Jodi lives in the Atlanta area with her two children, daughter, Sarah and son, Tyler. Jodi is interested in traveling, tennis and jogging.