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