Patrick A. McCoy
Director, Wealth Advisor
O: 561-405-6609
M: 317-316-2500
[email protected]
Patrick brings over a decade of expertise in financial services to Greenline Wealth Management, with a strong background in qualified retirement plans and portfolio consultation. His extensive experience has laid a solid foundation for his current role as an investment advisor representative.
Before joining GWM, Patrick held key roles at American Funds and Protective Life Insurance Company, where he collaborated with financial advisors to review investment portfolios, retirement plans, and insurance strategies.
Patrick specializes in delivering personalized financial solutions, focusing on retirement planning, wealth management, tax strategies, and risk management. His approach is rooted in building strong relationships based on transparency, integrity, and trust. Patrick believes that informed clients make the best financial decisions, which is why he prioritizes education and open communication throughout every step of the process.
When he’s not working, Patrick enjoys spending time with family and friends, as well as pursuing his passions for hiking, skiing, and golf. He currently resides in the Greater Cincinnati area.