David Coppola

David Coppola Email and Phone Number

Director, Business Consulting @ Financial Resources Group Investment Services, LLC
David Coppola's Location
United States, United States
David Coppola's Contact Details

David Coppola work email

David Coppola personal email

David Coppola phone numbers

About David Coppola

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.

David Coppola's Current Company Details
Financial Resources Group Investment Services, LLC

Financial Resources Group Investment Services, Llc

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Director, Business Consulting
David Coppola Work Experience Details
  • Financial Resources Group Investment Services, Llc
    Director, Business Consultant
    Financial Resources Group Investment Services, Llc Oct 2022 - Present
    Fort Mill, South Carolina, Us
  • Webster Investments
    Senior Vice President, Regional Sales Manager
    Webster Investments Jan 2020 - Present
    Waterbury, Connecticut, Us
    As 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.
  • Webster Investments
    Vice President, Financial Consultant, Webster Investments
    Webster Investments Sep 2008 - 2020
    Waterbury, Connecticut, Us
    I 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
  • Jp Morgan Chase Bank, N.A.
    Private Client Advisor, Vp
    Jp Morgan Chase Bank, N.A. Aug 2015 - Aug 2017
  • Webster Investments
    Vice President, Financial Consultant
    Webster Investments Sep 2008 - Aug 2015
  • Mass Mutual Financial Group
    Financial Advisor
    Mass Mutual Financial Group Sep 2004 - Sep 2008

David Coppola Skills

Financial Services

David Coppola Education Details

  • Plymouth State University
    Plymouth State University
    Business 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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