How can you pursue what matters most?

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.

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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.

Steven McMahon, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- 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
Alesia Bellak

Client Associate
View bio
- 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
Matthew McMahon

Financial Advisor
View bio
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- VA
- WI
Matt grew up in Palm Beach County and spent much of his free time playing competitive sports while excelling in academics. Matt is highly driven and enjoys helping others perform at their peak. Following a brief college football career, Matt went on to attend The University of Central Florida, where he graduated with a Bachelor of Science Degree in Kinesiology.

Mr. McMahon spent half of a decade as a personal trainer and strength & conditioning coach at the largest multi-disciplinary health club in Central Florida.

Matt has carried this same passion for helping others achieve their goals into his career with UBS. In 2021, Matt joined The McMahon Group, which has been led by his father, Steve McMahon, since 1985.

He is highly focused on adding value to the lives of his clients, whether they be high-performing business owners, licensed professionals, and/or professional athletes. Through an initial discovery process, Matt is able to identify his clients’ needs, and then tailor and implement a personalized plan to help them achieve their specific goals.

Matt holds the following securities licenses: SIE, Series 7, Series 66, and Florida 2-15 Health & Life (Including Annuities & Variable Contracts) Agent License.

Matt enjoys living an active, South Florida lifestyle and attends Catholic Church. He lives in Jupiter, Florida with his girlfriend, Dezja, and their miniature dachshund, Penny. Matt has also volunteered his time at Cardinal Newman High School, having ran the football team’s strength and conditioning program.

California Insurance License: 4190298
- 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

Steven McMahon, CIMA

Senior Vice President–Wealth Management

Financial Advisor
View bio
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- MS
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- 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
Alesia Bellak

Client Associate
View bio
- 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
Matthew McMahon

Financial Advisor
View bio
- AR
- CA
- CO
- CT
- DE
- FL
- GA
- ID
- IL
- KY
- MA
- MD
- MI
- MN
- MO
- NC
- NH
- NJ
- NY
- OH
- OR
- PA
- RI
- SC
- SD
- TN
- TX
- VA
- WI
Matt grew up in Palm Beach County and spent much of his free time playing competitive sports while excelling in academics. Matt is highly driven and enjoys helping others perform at their peak. Following a brief college football career, Matt went on to attend The University of Central Florida, where he graduated with a Bachelor of Science Degree in Kinesiology.

Mr. McMahon spent half of a decade as a personal trainer and strength & conditioning coach at the largest multi-disciplinary health club in Central Florida.

Matt has carried this same passion for helping others achieve their goals into his career with UBS. In 2021, Matt joined The McMahon Group, which has been led by his father, Steve McMahon, since 1985.

He is highly focused on adding value to the lives of his clients, whether they be high-performing business owners, licensed professionals, and/or professional athletes. Through an initial discovery process, Matt is able to identify his clients’ needs, and then tailor and implement a personalized plan to help them achieve their specific goals.

Matt holds the following securities licenses: SIE, Series 7, Series 66, and Florida 2-15 Health & Life (Including Annuities & Variable Contracts) Agent License.

Matt enjoys living an active, South Florida lifestyle and attends Catholic Church. He lives in Jupiter, Florida with his girlfriend, Dezja, and their miniature dachshund, Penny. Matt has also volunteered his time at Cardinal Newman High School, having ran the football team’s strength and conditioning program.

California Insurance License: 4190298
- 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

Goals-based planning

Advice. Beyond investing.

For some of life's questions you're not alone. Together we can find an answer.

To make the right choices you need to ask the right questions. And because your life keeps changing, we keep on asking.

Advice that's all about you and what you need starts with a plan that we develop together. It’s part of a strategy for managing your wealth and pursuing your personal goals for every part of your life, at every stage of your life. It's what we call: Advice. Beyond investing.

Portfolio management

Keeping abreast of the ever-changing global economy and world capital markets is more than a full-time job, particularly in the current environment. The Portfolio Management Program affords us a uniquely effective format with which to manage your invested assets needs on a fully discretionary basis. Our experience tells us that the pitfalls may best be avoided, and the opportunities maximized, through the adoption of a specific, definite and feasible plan in which all available investment options are exhaustively researched and then exploited with the disciplined approach PMP offers.

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

^$3.9 trillion

In invested assets globally
As of 12/31/2022

Global leader

UBS is a world-leading wealth manager

More than 150 years

offering financial advice

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How can you pursue what matters most?

Unveiling your true needs-is the key to your success

Steven McMahon, CIMA

Alesia Bellak

Matthew McMahon

Steven McMahon, CIMA

Alesia Bellak

Matthew McMahon

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Unveiling your true needs-is the key to your success

Goals-based planning

Advice. Beyond investing.

Portfolio management

What's your vision?

Backed by the strength of UBS

A global leader in wealth management

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