Broker Check
Matt McCoy, CFP®, CRPC®, AWMA®

Matt McCoy, CFP®, CRPC®, AWMA®

Matt McCoy is a CERTIFIED FINANCIAL PLANNER (TM) professional with Principles of Financial Planning and an Investment Advisory Representative of Lincoln Financial Securities Corporation, through which he offers investment and financial planning services.

Simply put, Matt believes in a life of service.

The proof of this would be Matt’s work in law enforcement, his volunteering, the way he has structured and implemented financial services, his part-time work as an instructor of survival and self-defense courses, and the fact that his wife, Rachel, shares the same perspective, having logged a substantial career in healthcare, including as a nurse and now a nurse practitioner. Matt and Rachel established a home in Kernersville, NC in 2013. They have 5 kids—two human and three canine—and one grandpup. Their use of their free time emphasizes family activities. This includes taking camping trips to new places, ritualistic health and fitness practices, weekly family date nights, regular visits and trips with extended family, etc.

Matt has found fulfillment in living a life focused on service and family and simply wants to help others do the same, by ensuring that the most valuable parts of each client’s life serve as that foundation upon which decisions are made and their life is built.