Advisors at this firm
Genesis B
Series 65
Manchester, TN
MCCAY WEALTH ADVISORY LLC
Genesis Botello is a financial advisor at McCay Wealth Advisory LLC in Manchester, TN, holding a Series 65 credential with two years of industry experience. Prior to joining McCay Wealth Advisory, Botello’s background includes roles in education and various positions in retail and service industries. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client time horizons, risk tolerance, and investment goals, and is noted for offering educational seminars and workshops in addition to its investment services.
Hayden P
Series 65
Manchester, TN
MCCAY WEALTH ADVISORY LLC
Hayden Proffitt is a financial advisor at McCay Wealth Advisory LLC with a Series 65 designation and two years of industry experience. Prior to joining McCay Wealth Advisory in 2023, he worked at the Hospital Corporation of America and LBMC. McCay Wealth Advisory serves primarily individual clients, including high-net-worth households, offering discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client objectives and provides educational seminars and workshops, which is uncommon among peer firms.
Brent M
Series 66
Manchester, TN
MCCAY WEALTH ADVISORY LLC
Brent McCay is a financial advisor with McCay Wealth Advisory LLC, holding a Series 66 designation and 19 years of industry experience. He worked at Wells Fargo Advisors from 2011 to 2017 before joining McCay Wealth Advisory in 2017. Outside of advising, he is a notary public. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client objectives and offers educational seminars and workshops, which is uncommon among similar team firms.
Bradley C
Series 65
Manchester, TN
MCCAY WEALTH ADVISORY LLC
Bradley Covert is a financial advisor at McCay Wealth Advisory LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Bankpak and the Viola Pizza Company. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on clients’ time horizons, risk tolerance, and goals, and offers educational seminars and workshops that are uncommon among similar teams.
Emily M
Series 65
Manchester, TN
MCCAY WEALTH ADVISORY LLC
Emily McCay is a financial advisor at McCay Wealth Advisory LLC in Manchester, TN, holding a Series 65 designation with eight years of industry experience. She has been with McCay Wealth Advisory since 2013. McCay Wealth Advisory primarily serves individual clients, including high-net-worth households, providing discretionary portfolio management, investment recommendations, and financial planning. The firm customizes portfolios based on client-specific factors and offers educational seminars and workshops, which distinguishes it among similar team-based advisory firms.