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Palmetto Investment Consultants, LLC

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Matthew McCoy,CFP ®

Matthew McCoy,CFP ®

LPL Registered Administrative Associate

Matt has been in the financial services industry for three years, beginning his career as an Investment Professional with Vanguard in Charlotte.  He obtained his Series 7 & Series 63 in 2017 and they are now held with LPL Financial.  He joined Palmetto Investment Consultants, LLC in 2019, as a LPL Registered Administrative Associate.  Matt received his undergraduate degree from Appalachian State University in 2012 and is currently pursuing his MBA at Winthrop.  He is responsible for operational, service and trade related items for our clients.  Matt and his wife, Katie, live in Rock Hill.