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
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