Jodi McMahon

Jodi McMahon - CASL®, CLU®, ChFC®

Financial Services Representative
Financial Planner
CA Insurance License # 0F03519

2400 Lakeview Parkway, Suite 450
Alpharetta, GA 30009

Phone: (678)297-4023
Fax: (678)297-4050
E-mail: jmcmahon@atlanta.nef.com

  • 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.
  • Leaders Conference Qualifier: A MetLife honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop and retain clients by helping them meet their financial security needs.
  • Million Dollar Round Table (MDRT) Member
  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

 

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, and special needs planning. She creates roadmaps for clients 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
MetDESK® Specialist - MetLife’s Division of Estate Planning for Special Kids, 2003
CASL Designation (2008)
 
Services Offered
Comprehensive Financial Planning – including Special Needs Planning, Estate Conservation,
Retirement Planning, Retirement, Long Term Care, Investment, Tax, College Funding,
Insurance and Cash Flow Planning.
 
Professional Associations
Society of Financial Service Professionals
National Association of Women in Construction (NAWIC)
Qualifying Member, Million Dollar Round Table
 
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.