David Coppola Email and Phone Number
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As a Business Consultant, Sales Manager at Webster Investments, I lead a team of Financial Consultants and Financial Associates. My goal is to help develop an elite team that will service the unique financial needs of our clients. Having been a Financial Consultant I have the firsthand experience of providing holistic wealth management services to my clients. My background helps me to work as an advocate for my team, helping them to attract and retain clients. I counsel my Financial Consultants to use the state of the art analytical tools along with a wide array of investment and insurance products, to develop a customized strategy that aligns with each client’s personal and financial goals. I take the time to develop a relationship with each Financial Consultant and Financial Associate, so that I fully understand their strengths and interests. I help them to leverage their resources, and always put the client’s needs at the center of everything they do.
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Director, Business ConsultantFinancial Resources Group Investment Services, Llc Oct 2022 - PresentFort Mill, South Carolina, Us -
Senior Vice President, Regional Sales ManagerWebster Investments Jan 2020 - PresentWaterbury, Connecticut, UsAs a Sales Manager at Webster Investments we understand that no two investors are alike. That's why we tailor our strategies to address your unique situation, and customize strategies to work towards your specific goals.Our Financial Consultants help our clients by putting together a financial plan that is unique to their needs and goals. -
Vice President, Financial Consultant, Webster InvestmentsWebster Investments Sep 2008 - 2020Waterbury, Connecticut, UsI have been in the financial services industry for 14 years and have built my practice around helping individuals and businesses strive to grow and preserve their wealth. I graduated from Plymouth State University. Giving back to my community is also very important to me. I am actively involved with my local community and the United Way. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments, and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments. Securities and insurance offered through LPL or its affiliates are: -Not Insured by FDIC or Any Other Government Agency -Not Bank Guaranteed -Not Bank Deposits or Obligations -May Lose ValueThe LPL Financial registered representative associated with this page may only discuss and /or transact business with residents of the following states: CT, NY, FL, NH.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. FINRA Series (7, 63, 65) registrations are held through LPL Financial and I also have a life insurance license in CT, NY, FL, NH -
Private Client Advisor, VpJp Morgan Chase Bank, N.A. Aug 2015 - Aug 2017
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Vice President, Financial ConsultantWebster Investments Sep 2008 - Aug 2015
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Financial AdvisorMass Mutual Financial Group Sep 2004 - Sep 2008
David Coppola Skills
David Coppola Education Details
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Plymouth State UniversityBusiness Administration And Management
Frequently Asked Questions about David Coppola
What company does David Coppola work for?
David Coppola works for Financial Resources Group Investment Services, Llc
What is David Coppola's role at the current company?
David Coppola's current role is Director, Business Consulting.
What is David Coppola's email address?
David Coppola's email address is co****@****hoo.com
What is David Coppola's direct phone number?
David Coppola's direct phone number is +120323*****
What schools did David Coppola attend?
David Coppola attended Plymouth State University.
What skills is David Coppola known for?
David Coppola has skills like Financial Services.
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