MCCOY WEALTH MANAGEMENT - Key Persons
Job Titles:
- Registered Administrative Assistant
As a registered administrative assistant at McCoy Wealth Management, LLC Mr. Caruso is passionate and driven to work alongside advisors to help with the day-to-day activities in the office. He is able to communicate efficiently between the office staff and collaborate collectively with advisors to help them with the goals of the office.
Prior to joining McCoy Wealth Management, Mr. Caruso worked for a Fortune 500 Insurance Company where he received his insurance licensing and has since completed his Series 7 securities registration.
Michael was raised in Wheeling, W.V. and attended Central Catholic High School where he excelled as an athlete and as a student. He then went on to graduate from West Virginia University with a degree in Business, Communications, and Sport Psychology. Growing up in Wheeling, W.V. has allowed Michael the opportunity to develop personal relationships within this community that has now extended to a vast majority of the country. While he is not working, Michael enjoys being active and spending his time with his many family members and friends.
Mr. Brännare's responsibilities with the firm include analyzing and structuring investment portfolios, investment manager selection and providing ongoing investment oversight. Previously, Mr. Brännare was a partner with the Applegate Group of Smith Barney, a Pittsburgh based team focused on comprehensive wealth management. Mr. Brännare has extensive knowledge and experience with portfolio construction for private clients as well as institutions.
A native of Sweden, Stefan's got nine years of professional ice hockey experience and has been a resident of Wheeling, WV since 1997. In his spare time, he is a hockey coach in the Wheeling Amateur Hockey Association (WAHA), serves on the WAHA board, and plays ice hockey for Pittsburgh Penguins Alumni and Celebrity teams in support of children's charities. Stefan also enjoys other outdoor activities including tennis, golf, soccer and skiing. He is married to Liz (Lamb) with two young daughters, Emma and Anna.
Job Titles:
- Certified Financial Planner™ Professional, Financial Consultant
Timothy A. Roberts Certified Financial Planner™ Professional, Financial Consultant 304-233-1185 As a Financial Consultant, Tim offers his clients a full range of Financial Planning services including stocks, bonds, options, mutual funds, CDs, annuities, IRAs, retirement plans, Life Insurance, Long Term Care Insurance and more.... Read more