The Parker McCoy Group at Morgan Stanley

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The Parker McCoy Group


The Parker McCoy Group helps executives, affluent individuals and their families simplify, maximize, & protect their wealth in a manner that empowers them to focus on their unique higher purpose.

Our Story and Services

Our Team, Resources, and Strength

As seasoned advisors, James Parker and Ronnie McCoy offer objective advice and guidance, comprehensive experience and custom tailored investment solutions designed to address the needs of a select group of clients for whom they believe they can add significant value. As Certified Financial Planners™ they use their combined perspectives and skills in financial planning to design solutions, create financial roadmaps and investment strategies to satisfy the goals and lifestyle needs for their clients.  With 60+ years of combined experience, The Parker McCoy Group along with their Registered Associate Michelle Lynn, are a dedicated team who share the common goal of providing outstanding advice and service, while helping you achieve your specific wealth management goals.

Services Include

  • Financial Planning
  • Executive Benefit Services
  • Executive Financial Services
  • Retirement Planning
  • 401(k) Rollovers
  • Qualified Retirement Plans
  • Life Insurance
  • Long Term Care Insurance
  • Planning for Education Funding
  • Professional Portfolio Management
  • Lending Products
  • Cash Management

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Working With You

Working With You

The Parker McCoy Group helps a select group of families manage their financial assets so they can focus on areas of their life that bring them joy, meaning and purpose.  When you work with our team, you can expect:

Comprehensive financial planning
Unbiased investment planning & monitoring
College & education planning
Advice on assets held away from Morgan Stanley, such as 401(k) plans
Coordination with your tax advisor
Technology services (getting set up on Morgan Stanley online, importing into tax software, smartphone applications, etc.)
Access to Mortgage & lending services
Insurance planning (including long-term care insurance)
Account aggregation services
Legacy planning and working with your family’s next generation

Strategic Partner

Strategic Partner

To optimize the effectiveness of the service we provide, our goal is to select and align the many exceptional capabilities of Morgan Stanley on your behalf. As we work together to provide a broader range of wealth management solutions to achieve your goals, we can draw on the experience, and insights of highly skilled individuals through the strategic partnerships listed here:

Morgan Stanley Wealth Management Financial Advisors can conduct their business in several ways: individually, as a member of a team of Financial Advisors, or through the formation of a Strategic Partnership with another Financial Advisor or team of Financial Advisors. A Strategic Partnership is an arrangement between a Financial Advisor or a team of Financial Advisors with another Financial Advisor or team of Financial Advisors that has a unique focus or knowledge regarding a specific business concentration, product area and/or client type. If your account is with an individual Financial Advisor, that Financial Advisor services all facets of your account. If your account is with a Financial Advisor who is a member of a team, any Financial Advisor on the team can service your account. If your Financial Advisor is part of a Strategic Partnership, his or her role in that Strategic Partnership may be limited to a specific business and/or product area and may not cover all facets of your account. The use of the terms "Partner" or "Strategic Partner" and/or "Partnership" or "Strategic Partnership" are used as terms of art and not used to imply or connote any legal relationship.



  • 2000 Meridian Blvd Suite 290
  • Franklin, TN 37067

    Meet The Parker McCoy Group


    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing


    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting


    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds


    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The Parker McCoy Group today.

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