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
Rob Mccoy
Senior Financial Advisor, Investment Advisor
Howard Bailey
United States, Indiana, Fort Wayne
About Me
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
Keylinks
More profiles to browse
RN
Ryan Nuechterlein
Senior Financial Advisor
Casey Weade
CEO & Founder
Sara Provines
Wealth Manager
David Littrell
Financial Advisor
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation