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Paul M

Series 63, Series 65

Hopkins, MN

Total Wealth Advisors, LLC

Paul Mccoy is a financial advisor at Total Wealth Advisors, LLC in Hopkins, MN, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with Total Wealth Advisors since 2012. Outside of his advisory role, he works as a direct support professional providing care for a handicapped person. Total Wealth Advisors serves individual investors, high-net-worth households, retirement plans, and business entities, offering financial planning and discretionary portfolio management. The firm employs asset allocation and fundamental analysis to construct diversified portfolios, managing approximately $102 million in client assets.

General retirement planning Cash flow / budgeting Options & derivatives strategies
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Suzanne M

Series 63, Series 66

Hopkins, MN

Total Wealth Advisors, LLC

Suzanne Mccoy is a financial advisor at Total Wealth Advisors, LLC with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Total Wealth Advisors since 2013. Outside of her advisory role, she works part-time as a direct support professional providing care for individuals with disabilities. Total Wealth Advisors, LLC serves individual investors, including high-net-worth households, as well as retirement plans and business entities, offering financial planning and discretionary portfolio management. The firm employs asset allocation and fundamental analysis to create diversified portfolios, managing approximately $102 million in client assets.

General retirement planning Cash flow / budgeting Options & derivatives strategies
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