Clare McCoy of BNY Mellon Wealth Management is a member of XPX New Jersey

Clare McCoy

Senior Director

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

  • Wealth Planner
  • Professional Certifications

    Certified Financial Planner

    Functional Expertise

  • Business development
  • Business management
  • Fiduciary
  • Marketing
  • Retirement
  • Trusts
  • Life Coaching
  • Business Focus

    HIgh net worth Business owners

    Transition Planning Certification

    Client Industries

  • Financial Services
  • Health/Pharma/Biotech
  • Client Results

    Membership

    New Jersey

    Member Since

    4 Year Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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