Judd S. McCoy, CFP®

Financial Advisor, Managing Director

Judd has spent his entire 30-plus year career in the Financial Services industry, including personal trust and estate administration. He specializes in developing comprehensive financial solutions with an emphasis on high net-worth individuals and professionals. Everyone’s economic and life situation is unique, so Judd always puts your needs first. He is dedicated to learning about your personal goals and uses that knowledge to help you make sure your remaining life will be everything you want it to be whether you are just starting out, approaching retirement, or already retired.

Experience:

  • Old Dominion Capital Management, Investment Counselor

Education/Certifications:

  • New England College, BA
  • CERTIFIED FINANCIAL PLANNER™ designation
  • Series 66
  • Securities Industry Essentials license