Senior Vice-President
Current
Nov 2023 - Present
AeroLeads people directory · profile
Clare Mccoy, Cfp® Email & Phone Number
Specializing in guiding business owners and those undergoing life transitions to help secure their financial future
at
Wilmington Trust
1 work email found
@bnymellon.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Specializing in guiding business owners and those undergoing life transitions to help secure their financial future
Location
New York City Metropolitan Area, United States
Company size
Who is Clare Mccoy, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Clare Mccoy, Cfp® is listed as Specializing in guiding business owners and those undergoing life transitions to help secure their financial future at Wilmington Trust, a with 1636 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at bnymellon.com and a matched LinkedIn profile for Clare Mccoy, Cfp®.
Clare Mccoy, Cfp® previously worked as Senior Vice-President at Wilmington Trust and Senior Client Strategist at Bny Wealth. Clare Mccoy, Cfp® holds Bachelor Of Science (B.S.), Management, Minor In Marketing from Ithaca College.
Company email context
Email format at Wilmington Trust
This section adds company-level context without repeating Clare Mccoy, Cfp®'s masked contact details.
*@bnymellon.com
68% confidence
AeroLeads found 1 current-domain work email signal for Clare Mccoy, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Clare Mccoy, Cfp®
As a Senior Wealth Advisor with Wilmington Trust, I assist those experiencing major life transitions. I work with clients to apply my wealth management experience and vast planning resources to help meet their financial needs.My services include:◆ Assessment: Leading a comprehensive analysis of clients' financial background, assets, goals, challenges, and history to identify portfolio strengths, risks, and improvement opportunities.◆ Planning: Working with seasoned financial professionals to help formulate sound money management strategies, including investment, estate, risk management, and tax minimization planning.◆ Monitoring: Conducting ongoing review of clients' portfolio performance and cash flow needs to help meet their goals and secure their financial future.I work closely with clients who are undergoing significant life transitions including: Sale of a business, divorce, death of a family member, and retirement. I am experienced in assisting clients' to make informed and effective financial decisions.Email contact: cmccoy2 @wilmingtontrust.com
Listed skills include Personal Financial Planning, Team Leadership, Investment Advisory Services, New Business Development, and 12 others.
Current workplace
Clare Mccoy, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Wilmington Trust
7 roles · 41 years
Clare Mccoy, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Client Strategist
May 2014 - Nov 2023
Certified Health And Wellness Coach
Cbm Associates, Llc
Sep 2011 - May 2014
Vice President, Wealth Management
Oct 2007 - Oct 2010
Senior Vice President, Wealth Management
1995 - 2003
~8 yrs
District Manager/Vice President, Central New Jersey
1989 - 1995
~6 yrs
Vice President/Team Leader
1986 - 1989
~3 yrs
Team & coworkers
Colleagues at Wilmington Trust
Other employees you can reach at wilmingtontrust.com. View company contacts for 1636 employees →
JL
Jeff Link
Colleague at Wilmington TrustSouth St Paul, Minnesota, United States
View →
PK
Patrick Kanar
Colleague at Wilmington TrustNewark, Delaware, United States
View →
PH
Peter Hastings, Cfa
Colleague at Wilmington TrustKensington, Maryland, United States
View →
SG
Sydney Guerrette
Colleague at Wilmington TrustGreater Minneapolis-St. Paul Area, United States
View →
CL
Cam Lindsey
Colleague at Wilmington TrustDallas, Texas, United States
View →
BH
Brent Heintzelman
Colleague at Wilmington TrustNaples, Florida, United States
View →
JJ
Jim Johnson
Colleague at Wilmington TrustGeorgetown, Delaware, United States
View →
CS
Christopher Sporcic
Colleague at Wilmington TrustGreater Harrisburg Area, United States
View →
MD
Matthew Delozier
Colleague at Wilmington TrustDallas, Texas, United States
View →
JC
Jonathan Catone
Colleague at Wilmington TrustRochester, New York Metropolitan Area, United States
View →
Jeff Link
Colleague at Wilmington TrustSouth St Paul, Minnesota, United States
View →
PK
Patrick Kanar
Colleague at Wilmington TrustNewark, Delaware, United States
View →
PH
Peter Hastings, Cfa
Colleague at Wilmington TrustKensington, Maryland, United States
View →
SG
Sydney Guerrette
Colleague at Wilmington TrustGreater Minneapolis-St. Paul Area, United States
View →
CL
Cam Lindsey
Colleague at Wilmington TrustDallas, Texas, United States
View →
BH
Brent Heintzelman
Colleague at Wilmington TrustNaples, Florida, United States
View →
JJ
Jim Johnson
Colleague at Wilmington TrustGeorgetown, Delaware, United States
View →
CS
Christopher Sporcic
Colleague at Wilmington TrustGreater Harrisburg Area, United States
View →
MD
Matthew Delozier
Colleague at Wilmington TrustDallas, Texas, United States
View →
JC
Jonathan Catone
Colleague at Wilmington TrustRochester, New York Metropolitan Area, United States
View →
1 education record
Clare Mccoy, Cfp® education
FAQ
Frequently asked questions about Clare Mccoy, Cfp®
Quick answers generated from the profile data available on this page.
What company does Clare Mccoy, Cfp® work for?
Clare Mccoy, Cfp® works for Wilmington Trust.
What is Clare Mccoy, Cfp®'s role at Wilmington Trust?
Clare Mccoy, Cfp® is listed as Specializing in guiding business owners and those undergoing life transitions to help secure their financial future at Wilmington Trust.
What is Clare Mccoy, Cfp®'s email address?
AeroLeads has found 1 work email signal at @bnymellon.com for Clare Mccoy, Cfp® at Wilmington Trust.
Where is Clare Mccoy, Cfp® based?
Clare Mccoy, Cfp® is based in New York City Metropolitan Area, United States while working with Wilmington Trust.
What companies has Clare Mccoy, Cfp® worked for?
Clare Mccoy, Cfp® has worked for Wilmington Trust, Bny Wealth, Cbm Associates, Llc, Pnc, and Bank Of America.
Who are Clare Mccoy, Cfp®'s colleagues at Wilmington Trust?
Clare Mccoy, Cfp®'s colleagues at Wilmington Trust include Jeff Link, Patrick Kanar, Peter Hastings, Cfa, Sydney Guerrette, and Cam Lindsey.
How can I contact Clare Mccoy, Cfp®?
You can use AeroLeads to view verified contact signals for Clare Mccoy, Cfp® at Wilmington Trust, including work email, phone, and LinkedIn data when available.
What schools did Clare Mccoy, Cfp® attend?
Clare Mccoy, Cfp® holds Bachelor Of Science (B.S.), Management, Minor In Marketing from Ithaca College.
What skills is Clare Mccoy, Cfp® known for?
Clare Mccoy, Cfp® is listed with skills including Personal Financial Planning, Team Leadership, Investment Advisory Services, New Business Development, Training, Project Management, Relationship Management, and Start Ups.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Clare Mccoy, Cfp® you were looking for.
View similar profiles