I am proud to serve as the founder of Coppola Wealth Management and a registered representative with LPL Financial. Equipped with more than 25 years of professional experience working with individual and corporate clients, I have strived to maintain my reputation for delivering excellence as a financial service professional and as a leader within the community. I largely work with affluent individuals, families, and business owners, and I assist with wealth management, retirement planning, charitable giving strategies, and more.
Prior to founding my firm in 2012, I worked with Fidelity Investments for more than 14 years. As the Vice President and Senior Account Executive, I worked exclusively with high-net-worth individuals regarding investments, estate planning, tax planning, college planning, and retirement income planning.
I am a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary (AIF®) and I hold securities registrations 7, 9, 10, and 63 with LPL Financial. I received my Bachelor of Science in Finance from Northern Kentucky University.
I work hard to stay actively involved in the community. I previously served on the Board of Governors for the Philadelphia Securities Association and on the Board of Governors for the Edna G. Kynett Memorial Foundation. Currently, I am a board member of Say It With Clay, a non-profit organization dedicated to helping people with diverse special needs benefit from the therapeutic power of clay. I am also on the board of the Evesham Education Foundation, a nonpolitical organization that was formed to enhance and enrich the academic experience for all of the students in Evesham Township Schools.