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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 is growth in service offerings, assets under management or team size. “Despite our successful growth, we have managed to keep our personal services with a boutique-style approach and customization for our select clientele,” explains Steven Coplin. The team is the only Morgan Stanley group in Southwest Florida to be uniquely comprised of two CERTIFIED FINANCIAL PLANNER™ professionals, three Portfolio Managers, one Certified Investment Management Analyst®, one Alternative Investment Director, one Insurance Planning Director, and one Family Wealth Director.

The Coplin Wealth Management Group at Morgan Stanley oversees assets of 1.25 billion dollars, as of 12.01.2022, and focuses on handling the high-level complexities that come with sizeable estates. “We offer clients access to family office resources. 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.”

Pictured, seated from left: Jason Trochessett, CIMA®, Portfolio Manager, Financial Advisor; Caroline Coplin, CFP®, Financial Advisor; Christopher Kopp, Financial Advisor, Alternative Investment Director.

Standing, from left: Maggie Ulrich, Wealth Management Associate; Jennifer Richy, Financial Advisor; Lynette Susi, Financial Advisor; Ryan Sherman, CFP®, Financial Advisor, Portfolio Manager; Steven Coplin, Family Wealth Director, Portfolio Manager, Financial Advisor, Insurance Planning Director; Meghann LaBreche, Portfolio Associate; Courtney Gayle, Client Service Associate.

 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.

CFP Board owns the marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.

Morgan Stanley Financial Advisors engage Profiles of Distinction to feature this profile. Morgan Stanley Smith Barney LLC. Member SIPC. CRC 5281229 12/22.

The term “Family Office Resources” is being used as a term of art and not to imply that Morgan Stanley and/or its employees are acting as a family office pursuant to Investment Advisers Act of 1940.

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