Billy McMahon, CPFA®, 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.

Education

• 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