Judd McCoy

Head & Shoulders, Judd McCoy(2)

Judd McCoy, CFP®
315 Epping Way
Annapolis, MD 21401
Phone: (410) 409-2856
Fax: (410) 510-1512

Judd McCoy is a Private Wealth Manager with Sterling Financial Management, Inc. serving both business and individual clients in the Chesapeake Bay, Metropolitan DC and Northern Virginia areas. He specializes in the development, implementation and monitoring of sophisticated financial plans and investment strategies for his clients.

He applies a goals based approach designing customized strategies to address the unique needs and long term objectives of his clients. Mr. McCoy focuses on providing financial planning and investment advice. He leverages the power of Wealth Vision to provide a comprehensive view of important financial areas such as retirement planning, college funding, risk management, and wealth transfer. Clients benefit by being able to see a consolidated view of their financial picture and combined performance reporting that is accessible online from anywhere in the world.

Mr. McCoy has over 28 years of experience in the financial services industry and has served High Net Worth clients at three of the nation’s largest Private Banks as a Senior Vice President.

Mr. McCoy earned a Bachelors’ degree in Environmental Science from New England College. He resides in Annapolis, Maryland with his wife Annie and their two girls Kelly and Jodie. He is active in the Annapolis business community and with the Chesapeake Bay Foundation.

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