How can you pursue what matters most?

Train along mountain range

At times, the complexity of today’s global economy may feel overwhelming. Whether you’re a working professional who is building wealth, a successful executive or business owner contemplating your next act, or the head of a multigenerational family looking to preserve your family’s future—you have questions. You expect clear answers from an advisor with worldwide experience who understands you, your family and your community.


Our highly credentialed team offers the thoughtful perspective and proactive service your family needs to help meet their goals. With a team of advisors spanning decades of experience, we strive, relentlessly, to make sure you feel well taken care of. By putting financial planning at the core of everything we do, we offer the capabilities to help you, your business and your family unlock opportunity, preserve wealth and create continuity.

Team Pic

Unveiling your true needs-is the key to your success

We ask the questions that are important to the client. Because of our model, our clients get to spend their time doing the things that they enjoy. Our combination of integrity and work ethic make our client experience superior.
  • Alt

    Steven McMahon, CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AR
    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • ID
    • IL
    • KY
    • MA
    • MD
    • MI
    • MN
    • MS
    • NC
    • NH
    • NJ
    • NY
    • OH
    • OR
    • PA
    • RI
    • SC
    • TN
    • TX
    • VA
    • WI

    Steve McMahon has been a Financial Consultant since 1985.

    A 1979 graduate of Clemson University, Captain McMahon spent seven years in service to our country as an officer in the Air Force working as an Airborne Intelligence Officer and a Nuclear Missile Launch Control Officer.

    Today, his team helps manage the financial lives of numerous families, many of whom have been with him through multiple generations.  In parallel fashion, Steve was joined by his son, Matthew in 2021 and together, they formed The McMahon Group.

    We help clients determine long-term financial goals and implement customized investment strategies.   As part of the McMahon Group, I am able to dedicate myself to the individual client’s needs and wants.  Simply put, we help our clients manage their time and their finances spending as much time as you require and as little as you desire.”    

    Ordained as a Minister in the Roman Catholic Church since 1999, “Deacon Steve” primarily works with teenagers and young couples and serves in advisory roles in multiple charities.  He lives in Palm Beach Gardens, Florida with his wife Mona.  They thrive on the successes of their four children and four grandchildren.

      • Clemson University, B.A.
      • Series 63 – Uniform Securities Agent State Law Exam
      • Series 65 – Uniform Investment Adviser Law Exam
      • Series 7 – General Securities Representative Exam
      • Certified Investment Management Analyst®
      • Senior Portfolio Manager
      3801 PGA Boulevard
      10th Floor
      Palm Beach Gardens, FL 33410
    • Alt

      Alesia Bellak

      Client Associate

      • image
      • image
      • AR
      • AZ
      • CA
      • CO
      • CT
      • DE
      • FL
      • GA
      • IL
      • KY
      • MA
      • MD
      • MI
      • MN
      • NC
      • NJ
      • NY
      • OH
      • PA
      • RI
      • SC
      • VA
      • WA
      • WI

      Of her 35 years in the industry, the last 19 have been with UBS Financial Services, Inc. as a Senior Registered Client Associate.

      Alesia resides in Palm Beach Gardens, FL with her husband of 23 years, Mitch. She has an obsession for cooking and enjoys traveling as much as her schedule allows. Her biggest enjoyment in life is being able to spend time with her family and friends.

      Alesia is a Co-leader for the North Palm Beach Chapter of The Compassionate Friends of where she helps counsel grieving parents through the loss of a child. She loves spending her free time gardening, sewing and taking boot camp classes at her local gym.

          • Series 63 – Uniform Securities Agent State Law Exam
          • Series 7 – General Securities Representative Exam
          3801 PGA Boulevard
          10th Floor
          Palm Beach Gardens, FL 33410
        • Text

          Matthew McMahon

          Financial Advisor

          • image
          • image
          • image
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • ID
          • IL
          • KY
          • MA
          • MD
          • MI
          • MN
          • NC
          • NJ
          • NY
          • OH
          • OR
          • PA
          • RI
          • SC
          • TN
          • TX
          • VA
          • WI

            • The University Of Central Florida, B.S.
            • Florida 2-15 Health & Life (Including Annuities & Variable Contracts) Agent License
            • Securities Industry Essentials® (SIE®) Exam
            • Series 7 – General Securities Representative Exam
            • Series 66 – Uniform Combined State Law Exam
            Business succession
            Professional athletes
            Entrepreneurs
            Professionals
            Financial planning
            Retirement planning
            Business owners
            Multi-generational families
            3801 PGA Boulevard
            10th Floor
            Palm Beach Gardens, FL 33410

          Unveiling your true needs-is the key to your success

          We ask the questions that are important to the client. Because of our model, our clients get to spend their time doing the things that they enjoy. Our combination of integrity and work ethic make our client experience superior.

          Retirement planning

          Retirement planning

          The unique needs of athletes and entertainers

          The unique needs of athletes and entertainers

          Professionals

          Professionals

          What's your vision?

          We can help you bring your vision to life.

          Our 150-year heritage of managing the wealth of generations of the world’s visionaries—creative thinkers, driven doers, legacy builders—is a testament to our passion for what we do.

          Backed by the strength of UBS

          A global leader in wealth management

          $2.8 trillion

          In invested assets globally 
          As of 06/30/2022

          Global leader

          UBS is a world-leading wealth manager

          More than 150 years

          offering financial advice