Clare McCoy
Senior Director
BNY Mellon Wealth Management
Madison, New Jersey
Professional Profile
Call Me When
Call Me When... Pre-post planning for business owners. ($5MM Minimum)
Contact Method
clare.mccoy@bnymellon.com
Profession
Professional Certifications
Certified Financial Planner
Functional Expertise
Business Focus
HIgh net worth Business owners
Transition Planning Certification
Client Industries
Client Results
Membership
New Jersey
Member Since
Member for 6 years
Sponsorship Type
Chapter Leadership Role
Why I'm a Member of XPX
Make XPX Part of Your Business Plans
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