CoverProfile

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

View more

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

More profiles to browse

ME
Marti Evans
Financial Advisor
Profile Photo
Brian Singer
Consultant
RN
Ryan Nuechterlein
Senior Financial Advisor
MJ
Marshal Johnson
Vice President - Investment Advisor and Certified Financial Planner™

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation