Kevin A. McCoy, CRPC
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Experience

Makes all the difference

Kevin McCoy

Senior Vice President–Wealth Management

Financial Advisor

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
  • TX
  • VA
  • VT
  • WA
  • WY

Kevin McCoy

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

Kevin McCoy

101 West Elm Street
Suite 200
Conshohocken, PA 19428

Email Me

Kevin McCoy

Senior Vice President–Wealth Management

Financial Advisor

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
  • TX
  • VA
  • VT
  • WA
  • WY

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Management Teams, 2025The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures. 

101 West Elm Street
Suite 200
Conshohocken, PA 19428

Email Me

k.mccoy@ubs.com
Kevin McCoy
101 West Elm Street,Conshohocken,PA,19428

Adam Roberts

Senior Registered Client Associate

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
  • VA
  • VA
  • VT
  • VT
  • WA
  • WA

Adam Roberts

101 West Elm Street
Suite 200
Conshohocken, PA 19428

Email Me

Adam Roberts

Senior Registered Client Associate

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
  • VA
  • VA
  • VT
  • VT
  • WA
  • WA
101 West Elm Street
Suite 200
Conshohocken, PA 19428

Email Me

adam.roberts@ubs.com
Adam Roberts
101 West Elm Street,Conshohocken,PA,19428,101 West Elm Street,Conshohocken,PA,19428

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For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.html.

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