Jeffrey Mccoy, Aams®, Cff Email & Phone Number

Managing Partner at Corbett Road and Lead Chair of the Corbett Road Investment Committee. Prior to joining Corbett Road, spent 17 years as VP/Branch Manager at Charles Schwab, overseeing several branch locations in Maryland and Virginia. Spent early years in the industry with T.Rowe Price and Legg Mason Wood Walker. Education - Bachelor of Science in Consumer Economics from the University of Delaware and holds FINRA series 7,9,10,63, and 65 licenses. Earned the Asset Management Specialist, Certified Financial Fiduciary designations, and completed the Certified Investment Management Analyst Executive Education Program through the University of Chicago Booth School of Business. Served as Golf Chairman and President of Chartwell Golf & Country Club in Severna Park MD.About Corbett RoadCorbett Road has provided customized Wealth and Investment Management solutions to clients since 2002. As a client of ours, you prioritize both the growth and preservation of the wealth you have accumulated. You have reached a point in your life that you want a comprehensive approach to your finances and someone to help discuss with, strategize for, and/or guide you through your future needs, desires, and milestones. Our goal is to help you achieve those milestones, enjoy the fruits of your efforts, and assist the next generation in building a future of their own.Wealth ManagementThere is a significant difference between “having enough” and living a life that’s aligned with your values, beliefs, and goals. We believe an individual or family’s true wealth is best measured by their fulfillment/abundance across four essential domains: ethos, economic, experience, and empowerment. smartlife™ aides you in achieving the balance among the “Four E’s” that is optimal to living your version of an extraordinary life.Investment ManagementCorbett Road offers both asset allocation and tactical investment solutions to clients. By combining traditional asset allocation with multi-factor tactical strategies, we are not only able to lock in on a risk target that is specific to you, but have elements of the portfolio that enable you to be more proactive, reactive, and adaptive to changing market conditions and significant recessionary pressure when it presents itself.

Listed skills include Wealth Management, Investments, Portfolio Management, Investment Advisory, and 14 others.

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  University Of Delaware

  Consumer Economics