Michael B. McMahon, MBA is dedicated to helping you meet your planning and investment needs. He brings together three core competencies and delivers them to each of his clients.
Mr. McMahon attended Houston Baptist University from 1986 – 1991 where he obtained Bachelor’s Degrees in Theology and Psychology and also a Masters Degree in Psychology.
In 2001, Mr. McMahon obtained a Masters Business Administration with a focus in finance from the University of Houston.
Mr. McMahon started his professional advisory career with American Express Financial Advisors in 2002.
In 2004, Mr. McMahon left American Express Financial Advisors to Join Wealth Development Strategies, LLC. - one of Houston’s oldest and largest independent financial planning firms at that time.
In 2007 Mr. McMahon left Wealth Development Strategies, LLC. and opened Veritas Wealth Management, LLC. Since 2007, Veritas Wealth Management, LLC has grown from one advisor to nine advisors who all work out of one office location in the Houston Galleria area. Veritas Wealth Management, LLC. continues to provide general securities and insurance services to clients and customers. At the firm level, Veritas Wealth Management, LLC. has in excess of $100MM in client assets.
In 2012, Mr. McMahon opened VWM Advisors, LLC. – a Texas and Louisiana Registered Investment Advisory Firm that offers investment advice as well as personal and business planning advice and services for a fee.
In addition to his extensive securities and advisory experience, Mr. McMahon holds the following licenses with LPL Financial.
Series 66 - Uniform Combined State Law Registration
Series 7 - General Securities Registration
Series 24 - General Securities Principal Registration
Series 51 - Municipal Fund Securities Limited Principal Registration
Series 53 - Municipal Securities Principal Registration
Series 4 - Registered Options Principal Registration
and a General Lines Agent License (Life & Health) through the State of TX