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 Planning1
  • Executive Benefit Services2
  • Executive Financial Services3
  • Retirement Planning4
  • 401(k) Rollovers
  • Qualified Retirement Plans5
  • Life Insurance6
  • Long Term Care Insurance7
  • Planning for Education Funding8
  • Professional Portfolio Management9
  • Lending Products
  • Cash Management10
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

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

    Location

    2000 Meridian Blvd
    Suite 290
    Franklin, TN 37067
    US
    Direct:
    (615) 764-4400(615) 764-4400
    Toll-Free:
    (866) 837-1520(866) 837-1520

    Meet The Parker McCoy Group

    About Me

    Mr. Parker focuses on helping individuals with executive compensation and asset management strategies. Mr. Parker started in the financial services business with JC Bradford in 1999. Mr. Parker is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED RETIREMENT PLANNING COUNSELOR?. Mr. Parker attended Ezell Harding Christian School elementary through high school. He obtained his Bachelor of Science Degree from Middle Tennessee State University. With wife Jennifer and daughter Kelsy, the Parker family lives in historic Franklin, TN.  Supporting several local non-profits Mr. Parker serves as a board member with Williamson Medical Center Foundation and Friends of Franklin Parks. Mr. Parker is a Sigma Chi alumnus. His hobbies include golf and equestrian sports.


    Tel: (615) 764-4472 Fax: (615) 764-4401 Email: James.Parker@morganstanley.com
    Securities Agent: TX, TN, WA, VA, SC, PA, OK, OH, NY, NC, KY, IN, IL, FL, CO, CA, AL; General Securities Representative; Investment Advisor Representative
    NMLS#: 590388

    About Me

    A servant-leader at home and at work, Ronnie deeply believes that nothing happens by accident; instead it takes hard work, planning and consistency to succeed in business and in life regardless of how one chooses to define “success”. With this distinctive insight, Ronnie utilizes his investment planning experience and his strategic planning skills to help individuals prepare of life’s transitions. Ronnie began his financial services career at Ameriprise in 2002. Four years later, he became a Financial Advisor with UBS and later joined Morgan Stanley in 2009. Ronnie earned his CERTIFIED FINANCIAL PLANNERTM (CFP®) designation in 2008. Ronnie resides in Franklin, TN with his wife Nicole and three daughters.
    Securities Agent: TX, TN, NC, KY, AL, WV, WI, WA, VA, UT, SD, SC, RI, PR, PA, OR, OK, OH, NY, NV, NM, NJ, NH, NE, ND, MT, MS, MO, MN, MI, ME, MD, MA, LA, KS, IN, IL, IA, GA, FL, DC, CO, CA, AR; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
    NMLS#: 1263365

    About Me

    Managing the administrative and operational activities of the group, Michelle works to improve and implement procedures that benefit clients and enhance their experience. Her primary focus is client service and management of day-to-day operations. Michelle joined the firm in 1990 and has completed the Series 7, 63, 65, 31 and Life and Variable Insurance examinations. Michelle began her career with Morgan Stanley as a wire operator and has held several positions including Operations Manager. Michelle lives with her husband in Franklin, TN, and their son is currently attending University of Tennessee in Knoxville. She graduated from East Tennessee State University with a BBA in Office Administration.
    Tel: (615) 764-4485 Fax: (615) 764-4401 Email: Michelle.Lynn@morganstanley.com

    Strategic Partners

    The Experience to Guide You
    Our steadfast committment is to enhance the advice you receive. Working in partnership allows us the opportunity to provide a more holistic approach to help you manage and meet your wealth management goals head-on.
    Photo of Michael Joseph Gallagher

    Michael Joseph Gallagher

    Managing Director, Wealth Management, Financial Advisor, Corporate Client Group Director


    Investment and Market Perspectives

    On the Markets

    Retirement

    Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
    • 401(k) Rollovers
    • IRA Plans
    • Retirement Income Strategies
    • Retirement Plan Participants
    • Annuities
    The Simple Six-Step Retirement Checkup

    The Simple Six-Step Retirement Checkup

    Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.
    • Asset Management
    • Wealth Planning
    • Traditional Investments
    • Alternative Investments
    • Impact Investing
    Five Smart Strategies to Use a Bonus or Raise

    Five Smart Strategies to Use a Bonus or Raise

    Have extra money coming in? Here are ways to put your money to work for you now, so you can reap the rewards down the road.

    Family

    Creating customized financial strategies for the challenges that today's families face.
    • Estate Planning Strategies
    • 529 Plans / Education Savings Planning
    • Long Term Care Insurance
    • Special Needs Planning
    • Trust Services
    Financial Transition: A Guide for Women

    Financial Transition: A Guide for Women

    Here's how to take control of your finances if a death or divorce leaves you holding the reins.

    Business Planning

    Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Qualified Retirement Plans
    • Corporate Pension Funds
    6 Keys to Building a Startup

    6 Keys to Building a Startup

    Entrepreneurs share ideas and learnings from the experience of starting a company.

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    A New Roadmap for Mission Alignment

    A New Roadmap for Mission Alignment

    Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.

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    Morgan Stanley and Justin Rose: A Winning Team

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    Your Financial World. On the Go.

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    Reserved | Living & Giving

    Reserved | Living & Giving

    Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
    Learn more about Reserved | Living & Giving
    Sign Up for eDelivery

    Sign Up for eDelivery

    With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
    Learn more about Sign Up for eDelivery
    Access Morgan Stanley Online

    Access Morgan Stanley Online

    Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
    Learn more about Access Morgan Stanley Online
    Ready to start a conversation? Contact The Parker McCoy Group today.
    Market Information Delayed 20 Minutes
    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.

    1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

    2Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    3Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    5Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol . Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.

    6Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    7Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

    8Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

    9Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be suitable for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.

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    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

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    The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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