Patrick McCoy, Financial Planner

Phone: 617-797-4916
E-mail: pmccoy@mainstreetfinancialadvisory.com

Patrick has been in the financial services industry since 1996. He began his career in banking and mutual fund accounting in Boston, MA where he learned the value of customer service and attention to detail.

In 2000, he joined a Boston-based investment advisory firm and specialized in portfolio management, independent stock and bond analysis, and ultimately a role in leadership. He left in 2016 to be closer to home, spend more time with his family, and to focus on the comprehensive aspects of financial advice.

In his own words, he likes to get into the weeds so he can truly understand the needs of each client. Patrick lives in West Newbury with his wife Anne and two children.