Grant McMahon became the expert financial planner and client partner he is today by first laying a strong academic foundation and committing himself early on to the highest ethical standards.

Since graduating from the University of North Florida in 2004 with two bachelor’s degrees in Business Administration – finance and economics – Grant has worked to continue his professional training with certifications by top notch financial planning institutions.

In 2006 he earned the title Qualified Plan Specialist*–a valuable designation held by very few professionals in the Central Florida area. With specialization in 401(k) plans, this training means Grant can truly help businesses and individuals reach their future financial goals. He helps businesses find cost-competitive plans and navigate laws and regulations while helping their employees sort through funding choices and understand their changing benefits. He does this all with face-to-face service; another feature that sets him apart from other financial professionals.

During his career development, Grant has also become a member of the Million Dollar Round Table – a premier association for financial professionals.

Recently, Grant was awarded the Retirement Planning Specialist** title from The Wharton School of the University of Pennsylvania. The Wharton School is highly recognized around the world for its academic excellence in business education. This designation supports Grant’s holistic approach to helping his clients. Informed and proactive, he gains a deep understanding of his clients and looks at the big picture when helping them accomplish their financial goals and objectives.

To round out his training, Grant is working toward his CERTIFIED FINANCIAL PLANNERTM professional certification – the credential most recognized by consumers. In the financial industry, consumers tend to have higher satisfaction rates after working with CFP®’s. For Grant, it reflects the ethical and experiential standards he holds as paramount to providing his clients with their personal, integrated financial plan using not only investments, but also strategies for tax reduction, wealth accumulation, wealth preservation and tax?efficient wealth transfer.

As a manager, my mission is to hire, train and develop individuals based on their qualifications, without discrimination – a philosophy that has always been a fabric of our company. AXA Advisors’ financial professionals may come from a variety of backgrounds but they all share several important characteristics: they are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures. They are coachable,team players, possess excellent interpersonal relationship and communication abilities, and have a high degree of self-confidence.

Currently I am looking for new talented sales professionals to add to our teams in Gainesville, Ocala and Tallahassee. Please reach out to me if you are looking for a career that has an incredible growth opportunity, high income earning potential and a position that allows you to build a business and make a positive impact on your community. I would love the chance to speak with you.

I have the passion to help improve, not only the financial life of my clients, but also the vitality of our local community through volunteering. I have served on many community boards including Leadership Ocala/Marion Youth, Emerging Leaders Ocala, United Way Allocations Committee, Ocala 2035 Vision Plan, Hospice of Marion, Inc., Junior Achievement and Altrusa Read-in.

My wife, Taylor, and I have 2 beautiful daughters and are active members of the Church at The Springs.

Please let me know if I can be of service to someone you know to help get their investments and insurance back on track.
 
*Retirement Planning Specialist title awarded by AXA Advisors, based upon receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania.

**Qualified Plan Specialist title awarded by AXA Advisors, based upon successful completion of an internal training program and written assessment.