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.
“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 three CERTIFIED FINANCIAL PLANNERS™ professionals, three Portfolio Managers, one Certified Investment Management Analyst®, one Alternative Investment Director and one Family Wealth Director.
The Coplin Wealth Management Group at Morgan Stanley oversees assets of 1.22 billion dollars as of 11.24.2020, and focuses on handling the high level complexities that come with sizeable estates.
“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.”
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; Meghann LaBreche, Portfolio Associate; Ryan Sherman, CFP®, Financial Advisor, Portfolio Manager; Caroline Coplin, CFP®, Financial Advisor; Christopher Kopp, Financial Advisor; Maggie Ulrich, Wealth Management Associate
Photo location courtesy of Hotel Escalante
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