Brian Copeland, Cpwa®, Cfp®
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Brian Copeland, Cpwa®, Cfp® Email & Phone Number

Partner | Director of Financial Planning at Hightower Wealth Advisors | St. Louis at Hightower Wealth Advisors | St. Louis
Location: St Louis, Missouri, United States 4 work roles 2 schools
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Role
Partner | Director of Financial Planning at Hightower Wealth Advisors | St. Louis
Location
St Louis, Missouri, United States
Company size

Who is Brian Copeland, Cpwa®, Cfp®? Overview

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Quick answer

Brian Copeland, Cpwa®, Cfp® is listed as Partner | Director of Financial Planning at Hightower Wealth Advisors | St. Louis at Hightower Wealth Advisors | St. Louis, a company with 10 employees, based in St Louis, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Brian Copeland, Cpwa®, Cfp®.

Brian Copeland, Cpwa®, Cfp® previously worked as Partner | Director of Financial Planning at Hightower Wealth Advisors | St. Louis and Financial Consultant at Rogers & Company, A Wealth Management Firm Inc.. Brian Copeland, Cpwa®, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance And Financial Management Services from University Of Missouri-Saint Louis.

Company email context

Email format at Hightower Wealth Advisors | St. Louis

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Hightower Wealth Advisors | St. Louis

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Profile bio

About Brian Copeland, Cpwa®, Cfp®

Brian Copeland, Cpwa®, Cfp® is a Partner | Director of Financial Planning at Hightower Wealth Advisors | St. Louis at Hightower Wealth Advisors | St. Louis. He possess expertise in finance, financial analysis, wealth management, financial planning, asset management and 7 more skills.

Listed skills include Finance, Financial Analysis, Wealth Management, Financial Planning, and 8 others.

Current workplace

Brian Copeland, Cpwa®, Cfp®'s current company

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Hightower Wealth Advisors | St. Louis
Hightower Wealth Advisors | St. Louis
Partner | Director of Financial Planning at Hightower Wealth Advisors | St. Louis
st. louis, missouri, united states
Employees
10
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4 roles

Brian Copeland, Cpwa®, Cfp® work experience

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Partner | Director Of Financial Planning

Current

Greater St. Louis Area

At Hightower Wealth Advisors | St. Louis, our clients benefit from our team’s broad range of specialties and strengths. Our collective commitment is to serve our clients, offer advice and services that enrich their lives, and provide a wealth management experience marked by excellence.

Mar 2017 - Present

Financial Consultant

Rogers & Company, A Wealth Management Firm Inc.

Greater St. Louis Area

Brian handles the preparation of financial plans, and assists with investment research, portfolio modeling and trading.

Oct 2010 - Mar 2017
Team & coworkers

Colleagues at Hightower Wealth Advisors | St. Louis

Other employees you can reach at hightowerstl.com. View company contacts for 10 employees →

2 education records

Brian Copeland, Cpwa®, Cfp® education

Associate Degree, General Studies

Saint Louis Community College-Meramec
FAQ

Frequently asked questions about Brian Copeland, Cpwa®, Cfp®

Quick answers generated from the profile data available on this page.

What company does Brian Copeland, Cpwa®, Cfp® work for?

Brian Copeland, Cpwa®, Cfp® works for Hightower Wealth Advisors | St. Louis.

What is Brian Copeland, Cpwa®, Cfp®'s role at Hightower Wealth Advisors | St. Louis?

Brian Copeland, Cpwa®, Cfp® is listed as Partner | Director of Financial Planning at Hightower Wealth Advisors | St. Louis at Hightower Wealth Advisors | St. Louis.

Where is Brian Copeland, Cpwa®, Cfp® based?

Brian Copeland, Cpwa®, Cfp® is based in St Louis, Missouri, United States while working with Hightower Wealth Advisors | St. Louis.

What companies has Brian Copeland, Cpwa®, Cfp® worked for?

Brian Copeland, Cpwa®, Cfp® has worked for Hightower Wealth Advisors | St. Louis, Rogers & Company, A Wealth Management Firm Inc., Panoptic Wealth Advocates, and Lincoln Financial Advisors.

Who are Brian Copeland, Cpwa®, Cfp®'s colleagues at Hightower Wealth Advisors | St. Louis?

Brian Copeland, Cpwa®, Cfp®'s colleagues at Hightower Wealth Advisors | St. Louis include Dylan Wardenburg, Cfp®C, Laura M. Slawski, Cfp®, Jennifer Terrell, Shannon Workman, and Sarah W..

How can I contact Brian Copeland, Cpwa®, Cfp®?

You can use AeroLeads to view verified contact signals for Brian Copeland, Cpwa®, Cfp® at Hightower Wealth Advisors | St. Louis, including work email, phone, and LinkedIn data when available.

What schools did Brian Copeland, Cpwa®, Cfp® attend?

Brian Copeland, Cpwa®, Cfp® holds Bachelor Of Business Administration (B.B.A.), Finance And Financial Management Services from University Of Missouri-Saint Louis.

What skills is Brian Copeland, Cpwa®, Cfp® known for?

Brian Copeland, Cpwa®, Cfp® is listed with skills including Finance, Financial Analysis, Wealth Management, Financial Planning, Asset Management, Risk Management, Financial Risk, and Investments.

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