For more than 30 years, Suzy McCoy has helped individuals, families, business owners and institutions navigate important financial decisions with experience, perspective and a deeply personal commitment to the people she serves.
Suzy began her career in banking, developing a strong foundation in the financial system while working with individuals, small businesses, trusts and endowments. She later moved into investment consulting, working on institutional and fixed-income trading desks, where she developed extensive knowledge of the bond markets and institutional investing.
In 1994, Suzy joined a regional investment firm as a Financial Consultant and was named Vice President in 1997. She later joined a national investment firm as a Vice President, advising individuals, business owners and institutions on investment management, financial planning, tax strategies and estate planning.
In 2012, Suzy joined Total Wealth Advisors as Managing Director, fulfilling a longtime goal of working as an independent Registered Investment Advisor and serving clients under a fiduciary standard of care.
Throughout her career, Suzy has believed that financial planning is about much more than numbers. It is about understanding the people, families and futures behind them.
That belief is especially meaningful in Suzy’s work with individuals with disabilities and their families.
Her experience in the special needs community is both professional and deeply personal. Through years of involvement with organizations including Courage Kenny Sports, Fraser, St. David’s, Miracle League, NAMI Minnesota and PACER, Suzy has developed an understanding of the financial, legal and personal complexities families can face when planning for a loved one with disabilities.
As the mother of a child with special needs, she also understands those challenges from a parent’s perspective. That experience has created a lifelong passion for helping individuals with disabilities and their families plan for greater security, independence and quality of life.
At Total Wealth Advisors, Suzy brings together decades of financial experience with an uncommon understanding of the families she serves—helping clients remain grounded in what matters most while planning confidently for what lies ahead.
A steady presence. Thoughtful guidance. A plan for the people who matter most.
Areas of Expertise: Special Needs Planning · Comprehensive Financial Planning · Transition Planning · Special Needs Trust Planning · Business Succession Planning · Investment Management