Billy McMahon, CPFA®, CRPC™, QKA®

Billy McMahon, CPFA®, CRPC™, QKA®

Billy McMahon serves as a Retirement Services Liaison with Waverly Advisors. In this role, Billy works side-by-side with our advisors to provide our corporate retirement plan clients and their employees with support in a wide range of 401(k) matters. Billy resides in Hoover with his wife and two children where you can usually find him running around Bluff Park pushing a double jogging stroller.


  • Bachelor of Science in Business Administration
    Birmingham-Southern College, Birmingham, AL

Professional Affiliations

  • American Society of Pension Professionals & Actuaries
  • National Association of Plan Advisors

Ask Me About

  • The impact that increasing your 401(k) contribution by even 1% each year can have on your retirement savings
  • How to model a new savings strategy using the iJoin tool available from your participant dashboard
  • How to access your account through our 401(k) Complete website
  • My summer conducting research in Uganda for an international farming co-op