Our Wealth Management Advisors
Jared McCoy
Advisor
Jared McCoy has spent the past eight years helping individuals and business owners navigate the complexities of wealth management. He brings a strategic, client-focused approach to financial planning, focusing on tailored solutions that align with each client’s long-term goals. A graduate of the prestigious Morningside University with a degree in finance, Jared specializes in designing and implementing sophisticated strategies for high net worth individuals and business owners, helping them maximize and protect their wealth. Jared is dedicated to delivering personalized guidance and building meaningful, long-term relationships with his clients. Outside the office, he enjoys spending time with his wife and their three children and is actively involved in coaching youth sports and volunteering with the local Alzheimer’s Association.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. NFP Retirement Inc., an affiliate of NFP Corp. (NFP), is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where NFP Retirement Inc. and its representatives are properly licensed or exempt from licensure. No advice may be rendered by NFP Retirement Inc. unless an investment adviser agreement is in place. Insurance services offered through a licensed subsidiary of NFP or a member of PartnersFinancial or Benefits Partners, which are platforms of NFP Insurance Services, Inc. (NFPISI), a subsidiary of NFP. Some members of PartnersFinancial and Benefits Partners are not affiliated with NFP. Neither Kestra IS nor Kestra AS are affiliated with NFP, NFP Retirement, Inc., or NFPISI. ACR#8106161 Investor Disclosures: https://www.kestrafinancial.com/disclosures