Experience

Makes all the difference

Steven McMahon, CIMA

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • AR
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • WI

Education

  • Clemson University, B.A.

Credentials

  • 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

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Alesia Bellak

Client Associate

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.

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

Credentials

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

Email Me

Matthew McMahon

Financial Advisor

Registered States:
  • AR
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ID
  • IL
  • MA
  • MD
  • MI
  • MN
  • MO
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • SD
  • TN
  • TX
  • VA
  • WI

Education

  • The University Of Central Florida, B.S.

Credentials

  • 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

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

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

Email Me