Grant McMahon became the focused and experienced financial professionals 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.
In 2006 he earned the title Qualified Plan Specialist1 – a title not widely held by many professionals in the Central Florida area. With an acute focus on 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 regulations2 while helping their employees sort through funding choices and understand their changing benefits. He does this all with face-to-face service; another characteristic for which he’s developed a reputation.
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 Equitable Advisors title of Retirement Planning Specialist based upon his receipt of a Certificate in Retirement Planning 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 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 as they strive to accomplish their financial goals and objectives.
To round out his training, Grant is working toward his CERTIFIED FINANCIAL PLANNERTM professional certification.3 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-efficient2 wealth transfer.
As a manager, my mission is to hire, train and develop individuals based on their qualifications – a philosophy that has always been a fabric of our company. Equitable 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 as they 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 opportunity that offers the potential for incredible growth, 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 upon, not only the financial lives 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 3 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.
1. Qualified Plan Specialist title awarded by Equitable Advisors, based upon successful completion of an internal training program and written assessment.
2. Equitable Advisors and its affiliates and associates do not provide legal, tax or accounting advice or services.
3. CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
Equitable Advisors (member FINRA, SIPC) is an Equal Opportunity Employer – M/F/D/V.