Chris McCoy has spent his career helping clients make smarter financial decisions during some of life’s biggest transitions, from preparing for retirement to managing wealth and creating long-term financial confidence. With over 10 years of experience in wealth management, Chris combines comprehensive financial planning with a practical, easy-to-understand approach that helps clients feel informed and empowered. He previously advised clients at Fidelity Investments and UBS, where he developed a reputation for building strong relationships and delivering thoughtful guidance tailored to each client’s unique goals. Chris is passionate about simplifying complex financial topics and helping clients create clear, actionable plans around retirement, investments, taxes, and income strategies.
He believes the best financial advice starts with listening first and building strategies around what matters most to each family. He graduated Magna Cum Laude from Boston College with a degree in Finance and holds the CFP® designation along with Series 7, Series 66, and insurance licenses. Chris has been married to his amazing wife Virginia for 16 years where they live in Pittsburgh with their three daughters Kaylin, Grace, and Evelyn. When not spending time with his family and friends, he can be found on the golf course or platform tennis court.
