Roger L. McCoy is a CERTIFIED FINANCIAL PLANNERTM. He has more than 30 years of experience in the financial planning and investment management profession. Roger received the CFP® designation in 1984 and has applied his experience and expertise to assist many individuals, nonprofit organizations, and corporations in achieving their personal and business goals. He is a member of the Financial Planning Association and affiliated locally with the FPA of Greater Kansas City.
Roger earned bachelor’s and master’s of science degrees in agricultural economics from the University of Missouri. During the five years he was a farm management specialist for the University of Missouri Extension Service, he taught tax and estate planning and provided planning and farm management guidance. The farm planning principles of setting goals, evaluating available resources, and then effectively using those resources to achieve the desired objectives, are the same for financial planning. He has also taught investment management at William Jewell College in Liberty, Missouri.
Angie is a life long resident of the Cameron-Osborn area. She has over twenty years of work experience, including office manager for a large real estate firm, and title agent/closer for a local title company.
About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 6,500 financial advisors
- 2.4 million client accounts
- 2,600 locations (United States, Canada and abroad)
- $372 billion in client assets
- $38 billion managed by its subsidiary asset managers
Raymond James Financial was named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results.
