Bo Mckinney
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Bo Mckinney Email & Phone Number

CEO and Financial Advisor at Eagle Wealth Management Group, LLC
Location: Taylor, Texas, United States 8 work roles 3 schools
1 work email found @eaglewmg.com 3 phones found area 512 and 888 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email b****@eaglewmg.com
Direct phone (512) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
CEO and Financial Advisor
Location
Taylor, Texas, United States
Company size

Who is Bo Mckinney? Overview

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Quick answer

Bo Mckinney is listed as CEO and Financial Advisor at Eagle Wealth Management Group, LLC, a with 3 employees, based in Taylor, Texas, United States. AeroLeads shows a work email signal at eaglewmg.com, phone signal with area code 512, 888, and a matched LinkedIn profile for Bo Mckinney.

Bo Mckinney previously worked as CEO / Financial Advisor at Eagle Wealth Management Group, Llc and Independent Business Owner at Concorde Investment Services Llc, Concorde Asset Management Llc, And Concorde Insurance Agency Inc.. Bo Mckinney holds Certified Income Specialist (Cis) & Certified Fund Specialist (Cfs), Financial Planning And Services from Institute Of Business And Finance.

Company email context

Email format at Eagle Wealth Management Group, LLC

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{first}{last}@eaglewmg.com
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AeroLeads found 1 current-domain work email signal for Bo Mckinney. Compare company email patterns before reaching out.

Profile bio

About Bo Mckinney

EAGLE Wealth Management Group, LLC is an independently owned financial consulting firm with a dedication to personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs. As a client of EAGLE Wealth Management Group, LLC, our goal is to help you benefit from our independent perspective by receiving unbiased advice, impeccable service, and diversified financial resources. In short, we will serve your individual needs to help you achieve your unique vision of the American Dream.Specialties: At EAGLE Wealth Management Group, we have more than 30 years of dedicated personalized service to our clients. Our independence allows us to offer you a straightforward unbiased approach to serving your investment needs. We understand that your individual financial situation is unique and deserves an equally unique approach designed to coordinate your financial goals.Securities offered through Concorde Investment Services LLC (CIS). A Registered Broker Dealer, Member FINRA/SIPC.Advisory services offered through Concorde Asset Management LLC (CAM). A Registered Investment Adviser.Insurance services offered through Concorde Insurance Agency, Inc. (CIA)EAGLE Wealth Management Group, LLC and CIS, CAM and CIA are separate entities.All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal or investment advice.

Listed skills include Wealth Management, Retirement Planning, Series 7, Financial Advisory, and 28 others.

Current workplace

Bo Mckinney's current company

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Eagle Wealth Management Group, LLC
Eagle Wealth Management Group, Llc
CEO and Financial Advisor
Taylor, TX, US
Website
Employees
3
AeroLeads page
8 roles · 44 years

Bo Mckinney work experience

A career timeline built from the work history available for this profile.

Ceo / Financial Advisor

Current

Georgetown - Round Rock - Taylor

Our purpose: To enrich the lives of our clients by overseeing and coordinating their financial affairs so they can achieve their unique vision of the American Dream.

Apr 2008 - Present

Independent Business Owner

Current
Concorde Investment Services Llc, Concorde Asset Management Llc, And Concorde Insurance Agency Inc.
Mar 2016 - Present

Board Member

Taylor Family Ymca

Taylor, Texas

2005 - 2011 ~6 yrs

Financial Advisor

Edward Jones

Taylor, Texas

1985 - 2008 ~23 yrs

Financial Consultant

Shearson / American Express
1983 - 1985 ~2 yrs
3 education records

Bo Mckinney education

Certified Income Specialist (Cis) & Certified Fund Specialist (Cfs), Financial Planning And Services

Institute Of Business And Finance

Certified Financial Planner, Financial Planning

College Of Financial Planning, Denver, Co
FAQ

Frequently asked questions about Bo Mckinney

Quick answers generated from the profile data available on this page.

What company does Bo Mckinney work for?

Bo Mckinney works for Eagle Wealth Management Group, LLC.

What is Bo Mckinney's role at Eagle Wealth Management Group, LLC?

Bo Mckinney is listed as CEO and Financial Advisor at Eagle Wealth Management Group, LLC.

What is Bo Mckinney's email address?

AeroLeads has found 1 work email signal at @eaglewmg.com for Bo Mckinney at Eagle Wealth Management Group, LLC.

What is Bo Mckinney's phone number?

AeroLeads has found 3 phone signal(s) with area code 512, 888 for Bo Mckinney at Eagle Wealth Management Group, LLC.

Where is Bo Mckinney based?

Bo Mckinney is based in Taylor, Texas, United States while working with Eagle Wealth Management Group, LLC.

What companies has Bo Mckinney worked for?

Bo Mckinney has worked for Eagle Wealth Management Group, Llc, Concorde Investment Services Llc, Concorde Asset Management Llc, And Concorde Insurance Agency Inc., First Allied Securities, Inc., Taylor Family Ymca, and Ymca Of Greater Williamson County.

How can I contact Bo Mckinney?

You can use AeroLeads to view verified contact signals for Bo Mckinney at Eagle Wealth Management Group, LLC, including work email, phone, and LinkedIn data when available.

What schools did Bo Mckinney attend?

Bo Mckinney holds Certified Income Specialist (Cis) & Certified Fund Specialist (Cfs), Financial Planning And Services from Institute Of Business And Finance.

What skills is Bo Mckinney known for?

Bo Mckinney is listed with skills including Wealth Management, Retirement Planning, Series 7, Financial Advisory, Investment Advisory, Investment Strategies, Asset Allocation, and Investments.

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