Jeffrey McCoy Email & Phone Number
Managing Partner and Wealth Director @ Corbett Road Wealth Management
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Jeffrey McCoy Location
- McLean, VA, US
Jeffrey McCoy Work
- 2011 -now Managing Partner and Wealth Director @
- 2011 -now Wealth Director at Corbett Road @
- 1995 -2011 Vice President Branch Manager @
- 1994 -1995 Investment Executive @ Legg Mason Wood Walker
- 1990 -1994 Sales and Marketing @
Jeffrey McCoy Education
- University of Delaware
Bachelor of Science (BS) (Consumer Economics)
1986-1990
Jeffrey McCoy Skills
- Wealth Management
- Investments
- Portfolio Management
- Investment Advisory
- Asset Allocation
- Asset Managment
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Investment Management
- Retirement Planning
- Equities
- Strategic Financial Planning
- Series 7
- Wealth Management Services
- Securities
- Series 63
- Asset Management
Jeffrey McCoy Summary
- Jeffrey McCoy, based in McLean, VA, US, is currently a Managing Partner and Wealth Director at Corbett Road. Jeffrey McCoy brings experience from previous roles at Spire Investment Partners, LLC., Charles Schwab, Legg Mason Wood Walker and T. Rowe Price. Jeffrey McCoy holds a 1986 - 1990 Bachelor of Science (BS) in Consumer Economics @ University of Delaware. With a robust skill set that includes Wealth Management, Investments, Portfolio Management, Investment Advisory, Asset Allocation and more. Jeffrey McCoy has 3 emails and 1 mobile phone numbers on RocketReach.
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