Let's move forward. Together.

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Kevin A. McCoy, CRPC

Senior Vice President–Wealth Management

Financial Advisor

For the past 30 years, Kevin has worked with high-net-worth families to manage all aspects of their wealth. Kevin’s practice is based on a proactive approach by collaborating with my clients to create personalized comprehensive wealth management plans. As a Chartered Retirement Planning Counselor (CRPC℠), Kevin has advanced knowledge when it comes to creating, implementing, and maintaining retirement plans accounting for their unique tax complexities.

Kevin has over 30 years of industry experience. He graduated from Villanova University in 1991. When he is not spending time with his family, he dedicates his time to causes concerned with special needs and is active within his church community. He lives in Wayne, PA with his daughter and son.

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • NC
  • ND
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • VA
  • VT
  • WA
  • WY
101 West Elm Street
Suite 200
Conshohocken, PA 19428
  • (610) 276-3164

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