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Rob Mccoy

Senior Financial Advisor, Investment Advisor

Howard Bailey

United States, Indiana, Fort Wayne

About Me

Robert McCoy is a CERTIFIED FINANCIAL PLANNER™ (CFP®), committed to thoroughly understanding the goals and dreams of each client, allowing him to create purpose-based retirement plans that help lead to a lifetime of financial security. He is passionate about educating clients and being a guide throughout the process of obtaining financial independence. Prior to joining Howard Bailey, Rob worked in the financial industry for over a decade, gaining experience in new business processing, as well as client services and operations. This not only prepared him for his current role as a CFP® and Financial Advisor, but also enriched his passion for helping others and providing value. Rob graduated

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Profile Information

Senior Financial Advisor, Investment Advisor

Howard Bailey

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Fort Wayne

Indiana

United States

Aug 20, 2024

Work Experience

Howard Bailey Financial, Inc.

Certified Financial Planner Professional
Dec 2014 - Present
Email: rob.mccoy@howardbailey.com

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