The Parker McCoy Group at Morgan Stanley

Contact Us
The Parker McCoy Group

OUR MISSION STATEMENT

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.

Location

Location

  • 2000 Meridian Blvd Suite 290
  • Franklin, TN 37067


    Meet The Parker McCoy Group

    Investing

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

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

    Family

    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

    Retirement

    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

    Philanthropy

    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.

    Dow    -496.87

    24100.51
    4:59PM

    Nasdaq    -159.67

    6910.66
    5:15PM

    S&P 500    -50.59

    2599.95
    4:59PM
    Market Information Delayed 20 Minutes

    This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only

    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.

    Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

    The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.

    Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.

    Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management AnalystSM (with graph element)®, and Certified Investment Management AnalystSM .

    *Private Bankers are employees of Morgan Stanley Private Bank, National Association, Member FDIC

    * Morgan Stanley Smith Barney LLC does not accept appointments nor will it act as a trustee but it will provide access to trust services through an appropriate third-party corporate trustee.

    Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

    Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY

    Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

    Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.

    CRC 1369093   12/15

    Awards Disclosures