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David M

CFP®, Series 63, Series 66

South Windsor, CT

Edward Jones

David McMahon is a CFP® professional at Edward Jones with 10 years of industry experience. He has worked at Edward Jones since 2019 and previously held roles at Voya Financial and Voya Financial Advisors, INC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and corporate clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary strategies, and tax-efficient services through a large network of financial advisors and branch offices nationwide.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner
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John Z

Series 63, Series 66

South Windsor, CT

Edward Jones

John Zahner is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 1998. Outside of his advisory role, he is a venue coordinator for an event venue in Michigan and serves on the board of fire commissioners for the South Windsor Volunteer Fire Department. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of advisors and branch offices.

Retirement income strategy Divorce financial planning General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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