Seythe McCoy-Leffall

BFA™

Financial Associate

My Top 5 Values are: Faith, Family, Spirituality, Service, and Ethics.

State(s) Licensed:   DC, MD, NC, NJ, NY, PA, VA

Languages Spoken:   English

Phone 407-504-2285
Address

10490 Little Patuxent Pkwy Ste Suite 600
Columbia, MD 21044

Seythe McCoy-Leffall

My Top 5 Values are: Faith, Family, Spirituality, Service, and Ethics.

State(s) Licensed:   DC, MD, NC, NJ, NY, PA, VA

Languages Spoken:   English

Let's put your plans in motion

Supporting the Sandwich Generation and Multigenerational Households

Navigating financial decisions can be especially complex for the sandwich generation—those caring for both children and aging parents—or for families living in multigenerational households. My passion lies in helping these families find balance, security, and peace of mind by addressing their unique challenges and opportunities.

  • Customized Strategies: I develop financial plans that consider the needs of multiple generations, from college savings and retirement planning to elder care and estate strategies.
  • Resource Coordination: I help families coordinate resources, manage competing priorities, and make informed decisions that benefit everyone under one roof.
  • Emotional Guidance: By understanding the emotional dynamics of multigenerational living, I provide support that goes beyond numbers, helping families communicate and plan together.


What Is a Behavioral Financial Advisor?

A Behavioral Financial Advisor (BFA™) blends traditional financial planning with insights from psychology and neuroscience. This approach recognizes that financial decisions are shaped by emotions, habits, and cognitive biases. By understanding these factors, a BFA™ helps clients make more informed, confident, and values-driven financial choices.


How Behavioral Finance Enhances Your Financial Journey

  • Personalized Strategies: Financial plans are tailored to your unique goals, values, and behavioral tendencies—not just market trends or averages.
  • Bias Awareness: Identifies and addresses common behavioral biases—such as loss aversion, overconfidence, and herd mentality—that can impact decision-making.
  • Emotional Guidance: Helps you recognize and manage emotional triggers that may lead to impulsive or irrational financial choices.
  • Long-Term Focus: Aligns your financial strategies with your personal values and long-term objectives for more meaningful and sustainable outcomes.


Benefits of Working with a BFA™

  • Improved Decision-Making: Gain tools and support to make rational, informed choices, even during market volatility or life transitions.
  • Holistic Support: Receive guidance that considers both the technical and human sides of finance, ensuring your plan fits your life—not just your portfolio.
  • Increased Confidence: Feel supported and understood throughout your financial journey, leading to greater satisfaction and peace of mind.


Commitment to Clients

My approach as a BFA™ is about more than numbers—it's about helping you build a financial future that reflects your goals, values, and aspirations. Whether you're planning for retirement, managing investments, or navigating life's transitions, you receive guidance that is both technically sound and personally meaningful.


If you are part of the sandwich generation or living in a multigenerational household, I am dedicated to helping you thrive—financially and emotionally—at every stage.

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Location

Columbia Office

Phone:
407-504-2285

Hours

M – F: 8 a.m. – 7 p.m.