The Coplin Wealth Management Group at Morgan Stanley
The subject of growth is a definite theme at The Coplin Wealth Management Group at Morgan Stanley – whether it’s growth in service offerings, assets under management or team size.
“We’ve grown organically through brand awareness, community involvement, referrals from centers of influence and existing clients,” explains Steven Coplin.
The Coplin Wealth Management Group at Morgan Stanley oversees assets of 1.02 billion dollars as of 01.02.2020 and focuses on handling the high level complexities that come with sizeable estates.
The team is the only Morgan Stanley group in Southwest Florida to be uniquely comprised of three CERTIFIED FINANCIAL PLANNER™ professionals, three Portfolio Managers, one Certified Investment Management Analyst® and one Family Wealth Director.
“We act as a family office for clients. We cover everything from life insurance to estate planning strategies to tax-efficient investment solutions and customized asset allocation-based portfolios. We handle the big, complicated issues and all the associated details so that our clients can enjoy the retirement they worked hard to achieve.”
The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. Morgan Stanley Wealth Management recommends that investors independently evaluate specific investments and strategies, and encourages investors to seek the advice of a financial advisor.
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial 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 matters involving trust and estate planning and other legal matters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.
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Morgan Stanley Smith Barney LLC. Member SIPC. CRC2864575 12/19
Pictured, seated from left: Jason Trochessett, CIMA®, Portfolio Manager, Financial Advisor; Steven Coplin, Family Wealth Director, Portfolio Manager, Financial Advisor; Gary Davis, CFP®, Financial Advisor
Standing, from left: Lynette Susi, Financial Advisor; Ryan Sherman, CFP®, Financial Advisor, Portfolio Manager; Maggie Ulrich, Wealth Management Associate; Christopher Kopp, Financial Advisor; Caroline Coplin, CFP®, Financial Advisor; Lewis B. Swift III, Financial Advisor; Meghann LaBreche, Portfolio Associate