Kevin A. Mc Coy, Crpc®
About Kevin A. Mc Coy, Crpc®
Kevin A. McCoy, CRPC®, serves as the Senior Vice President of Wealth Management at UBS Financial Services, Inc. He has over 30 years of experience in the financial services industry, previously holding senior positions at Morgan Stanley and Merrill Lynch.
Work at UBS
Kevin A. McCoy serves as Senior Vice President in Wealth Management at UBS Financial Services, Inc. He has been with UBS since 2022, bringing over two decades of experience in the financial services industry. In his role, he focuses on developing personalized wealth management strategies for clients, leveraging his extensive background in portfolio management and retirement planning.
Previous Experience at Morgan Stanley
Before joining UBS, Kevin McCoy worked at Morgan Stanley as Senior Vice President, Financial Advisor, and Portfolio Management Director. His tenure at Morgan Stanley lasted 13 years, from 2009 to 2022, during which he developed expertise in financial advisory and portfolio management, serving clients in Berwyn, PA.
Career at Merrill Lynch
Kevin McCoy began his financial services career at Merrill Lynch, where he worked as a Senior Financial Advisor from 1993 to 2009. Over the course of 16 years, he gained significant experience in financial advising, focusing on client needs and investment strategies while based in Media, PA.
Education and Expertise
Kevin McCoy earned a Bachelor of Arts degree from Villanova University in 1991. He possesses advanced knowledge in retirement planning, particularly in addressing unique tax complexities. His proactive approach to wealth management emphasizes collaboration with clients to create comprehensive financial plans tailored to individual needs.
Community Involvement
Kevin McCoy is actively involved in his local community, dedicating time to causes related to special needs. He participates in his local church community, reflecting his commitment to service and support for those in need.