The Coplin Wealth Management Group at Morgan Stanley
In a world where financial markets have become increasingly complex, The Coplin Wealth Management Group at Morgan Stanley offers skilled focus in a range of areas. The group’s team of highly trained professionals provides comprehensive knowledge along with some of the most robust service in the industry. Each client receives coverage from multiple members of an advisory team as well as three to four members of support staff.
“Every client’s needs are different,” says Steven Coplin, the group’s Family Wealth Director, Portfolio Manager, Financial Advisor, and Insurance Planning Director. “We weigh each of these needs as we build a holistic financial plan centered around the most efficient tax methods available.”
At The Coplin Wealth Management Group, every portfolio is customized to the individual client. The group currently has $1.6 billion in assets under management as of 12.19.2023. The team is especially skilled at handling the complexities that come with ultra-high-net-worth individuals. This includes wealth transfers, estate strategies and life insurance needs.
“Every client who walks through our doors has different goals, hopes, and dreams,” Steve says. “We’re very careful to take that into consideration.”
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.
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Morgan Stanley Financial Advisors engage Profiles of Distinction to feature this profile. Morgan Stanley Smith Barney LLC. Member SIPC. CRC 6081804 11/23
Back row (left to right): Meghann La Breche, Wealth Management Associate; Ashley Gegenwarth, Group Director; Maggie Ulrich, Wealth Management Associate; Christopher Kopp, QPFC, Financial Advisor, Alternative Investment Director.
Front row (left to right): Ryan Sherman, CFP®, Portfolio Manager, Financial Advisor; Jason Trochessett, CIMA®, Portfolio Management Director, Financial Advisor; Steven Coplin, Family Wealth Director, Portfolio Manager, Insurance Planning Director; Financial Advisor; Caroline Coplin, CFP®, Financial Advisor; Jennifer Richy, Financial Advisor, Lynette Susi, Financial Planning Specialist, Financial Advisor