David McMahon, CFP®:
In 2019, I moved my practice as a financial advisor to Edward Jones in South Windsor. Inclusivity: My branch team believes that when you enter a financial advisor's office, you and your goals ought to be the number one priority, regardless of where you are on your financial journey. Insight: We use an established process to deeply understand what's most important to you and d
evelop personalized strategies to help you achieve your goals. We know that each person, family and business that we serve is unique, and deserves advice that is tailored to their particular situation. Integrity: Simply put, this means that your interests come first, always - from your first phone call or office visit, and as we partner together throughout your life to help you stay on track. I look forward to getting to know you and your family, but I'll give you a head start: I'm a lifelong resident of Hartford County, and my wife, Krystal, and I live across the river in Windsor with our twin sons. I spend most of my time with them, my parents and my many siblings (and my many, many nieces and nephews). My large and growing family motivates and inspires me every day to treat and value each of my clients like, well, family. Outside my office and home, I'm proud to serve the South Windsor community Chamber of Commerce; otherwise, you can usually find me either sitting behind a piano or searching for my golf ball in the woods. You and your family deserve a trusted financial advisor who will invest the time it takes to get to know you, your values and your goals. We look forward to the opportunity to earn that trust. Give us a call today. Member SIPC.
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