Focus
Throughout my career, I’ve been driven by one purpose: to make a meaningful difference in the financial lives of my clients. I work closely with individuals and families to understand how they envision their wealth enhancing their lives—whether it's pursuing passions, preserving a legacy, or achieving long-term goals. By building deep, personal relationships with each client, I’m able to design tailored wealth plans and investment strategies that reflect their unique priorities.

With over 38 years of experience in the financial industry, I’ve built my career at some of the world’s most respected firms, including Oppenheimer, Lehman Brothers, and Morgan Stanley. In 2024, I joined Wells Fargo Advisors to take full advantage of the firm’s broad resources and expertise. This platform allows me to provide holistic wealth planning that includes tax-efficient investing, liability management, and trust and estate investment strategies.

Background and experience
As a Private Wealth Financial Advisor with Wells Fargo Advisors, I work with a select group of high-net-worth individuals, families, foundations, and institutions. This
designation reflects a longstanding commitment to serving clients with complex financial needs through highly customized strategies and personalized service.
I collaborate closely with a network of specialized professionals within Wells Fargo Advisors to help address the full spectrum of financial challenges my clients face—always with the goal of aligning their wealth with their broader vision for the future.

Certified Investment Management Analyst^® (CIMA^®)
To further enhance the value I provide, I earned the prestigious CIMA^® certification—an advanced professional designation focused on investment consulting. This involved completing a rigorous curriculum at the Wharton School of the University of Pennsylvania and passing a comprehensive exam covering Modern Portfolio Theory, Asset Allocation, Manager Due Diligence, Investment Policy, and Performance Measurement.

Wells Fargo Advisors Platinum Council Advisor
I am honored to have been named a 2025 Platinum Council Advisor. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

My educational background includes earning my BSBA in Finance and my MBA in Finance and Energy Management from Denver University.

Away from the office
Originally from Bayside, Queens, New York, I relocated to Boca Raton, Florida, in 2002. I’m a proud father to three adult children—Jeffrey, Erica, and Dylan. Outside of work, I’m passionate about health and fitness, and I maintain an active lifestyle with a focus on cardio and strength training.

To reach my by text: 561.782.8065


CA Insurance License Number: 0E03479. Resident State FL.

Lisa McCoy is a Senior Registered Client Associate at Gleeman Private Welath Management Group of Wells Fargo Advisors and joined the group in 2010. She has over 20 years of experience in the industry and handles the wealth planning, operational and compliance aspects of the Gleeman Private Wealth Management Group. Her knowledge of the financial markets, analysis and reporting of financial data, insurance, pension plans, estate plans, and cash flow management is critical to the team.  She also helps to build tailored wealth management plans and strategies.   Lisa received her BS from Florida Atlantic University, is Series 7, 63 and 66 registered, and is Life, Health and Variable Annuity insurance licensed.  Lisa currently resides in Lighthouse Point, Florida with her husband Kevin and their two children, Emily and Michael.