Jeff McCoy is our newest Financial Advisor, and he joined the team on June 1st of this year.
Jeff works closely with Pat and Marshall to deliver comprehensive financial planning and investment advisory services. Jeff is also on our strategy team to help evaluate financial markets, select securities, manage portfolios, and set investment direction.
Jeff grew up with his three older sisters in Marshall, Texas. He attended college at Ouachita Baptist University where he obtained his degree in accounting. During his time at Ouachita, Jeff was awarded for his overall academic achievement in the School of Business, and he graduated Summa Cum Laude in May of 2024.
In his free time, you can find Jeff swimming, working out, or walking the dogs with his girlfriend. Some of his guilty pleasures are pizza, Oreos, and College Football (Ohio State).