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.

Adult couple on cell phone

Kevin A. McCoy, CRPC

Senior Vice President–Wealth Management

Financial Advisor

For the past 27 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 20 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
  • AZ
  • CA
  • CA
  • DE
  • DE
  • FL
  • FL
  • GA
  • GA
  • KY
  • KY
  • LA
  • LA
  • MA
  • MA
  • MD
  • MD
  • NH
  • NH
  • NJ
  • NJ
  • NY
  • NY
  • OH
  • OH
  • OR
  • OR
  • PA
  • PA
  • SC
  • SC
  • TN
  • TN
  • TX
  • TX
  • VT
  • VT
101 West Elm Street
Suite 200
Conshohocken, PA 19428
  • (610) 276-3164

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

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A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

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UBS is a world-leading wealth manager