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 PLANNERS™ 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 1.31 billion dollars, as of 12.06.2021, 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; Ryan Sherman, CFP®, Financial Advisor, Portfolio Manager
Standing, from left: Lynette Susi, Financial Advisor; Meghann LaBreche, Portfolio Associate; Tyler Poirier, Client Service Associate; Caroline Coplin, CFP®, Financial Advisor; Christopher Kopp, Financial Advisor; Maggie Ulrich, Wealth Management Associate; Jennifer Richy, Financial Advisor
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. Morgan Stanley Financial Advisors engage Profiles of Distinction to feature this profile. Morgan Stanley Smith Barney LLC. Member SIPC. CRC 4021718 12/21.