Welcome to the Team
We are excited to announce that we have recently hired Judd McCoy as a financial planner in our Alexandria office. Judd is a CERTIFIED FINANCIAL PLANNER TM certificant, and has many years of experience working with high net worth clients, both creating financial plans and helping people solve complex problems.
He applies a goals-based approach to designing customized strategies to address the unique needs and long-term objectives of his clients. His focus is on providing financial planning and investment advice. His clients benefit from a comprehensive review of their most important and pressing financial concerns such as retirement planning, investment planning, college funding, risk management debt management, business succession planning and wealth transfer.
Judd is a great addition to our professional staff, and we are very pleased to welcome him.