Larry McCoy

  • 35 + years of experience in the Financial Services Industry
  • Professional Qualifications:

               Registered Investment Adviser Representative

                FINRA series 6, 63, 65 Registrations

                Life, Health and Variable Annuity Agent (215)

  • Registered in: New York, Pennsylvania, North Carolina, Florida and Arizon
  • Education:

                Rollins College, Batchelor of General Studies

                Nova University, Master of Science

                US Military Veteran

  • Specialty Services:

                Retirement Planning

                Insurance Planning

  • Personal Information:

                Married to Jandellee George McCoy, 48 years.

                2 grown children, 3 grandchildren.

  • Mission Statement:

                I can help you create a Financial Plan, a personalized “road map” that can help you address your financial problems and pursue your short-and-long-term goals. I will work one-on-one with you to understand your current financial situation and your financial goals. I will then design and help you implement a financial plan that is customized to your needs.


Phone 239-540-7445
Fax 239-540-6778