Broker Check

Our Team

Timothy A. Roberts

Certified Financial Planner™ Professional, Financial Consultant

304-233-1185

As a Financial Consultant, Tim offers his clients a full range of Financial Planning services including stocks, bonds, options, mutual funds, CDs, annuities, IRAs, retirement plans, Life Insurance, Long Term Care Insurance and more....
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Stefan L. Brännare

Financial Advisor

[email protected]

Mr. Brännare’s responsibilities with the firm include analyzing and structuring investment portfolios, investment manager selection and providing ongoing investment oversight. Previously, Mr. Brännare was a partner with...

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Michael Caruso

Consultant

As a Consultant at McCoy Wealth Management, LLC Mr. Caruso is passionate and driven to work alongside individuals and groups to help implement strategic financial recommendations that will assist in meeting their individual goals. He...
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