Elena P. McCoy
Financial Planning Professional
PHONE: (615) 277-9486 | FAX: (615) 850-8091
Licenses & Certifications:
- Licensed Insurance Agent
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Elena McCoy is a member of TrustCore’s planning department. In her role, Elena evaluates daily and quarterly reports, assists the firm’s planners on client planning projects, and enjoys researching financial planning issues.
Prior to joining TrustCore, Elena was director of operations for a commercial real estate firm in Washington, D.C., before taking an associate role with a financial planning firm. She earned her bachelor’s degree in policy management from Dickinson College in Carlisle, Pennsylvania.
Elena and her husband, Alex, have two small children. She is a board member of Good Shepherd Day School in Tampa, Florida.