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....

Michael Caruso

Registered Administrative Assistant

As a registered administrative assistant at McCoy Wealth Management, LLC Mr. Caruso is passionate and driven to work alongside advisors to help with the day-to-day activities in the office. He is able to communicate efficiently between...