Doug Coppola

Doug Coppola Email and Phone Number

Executive Director and Investment Committee Chairman @ Crown Wealth Group
Chapel Hill, NC, US
Doug Coppola's Location
Chapel Hill, North Carolina, United States, United States
Doug Coppola's Contact Details

Doug Coppola personal email

n/a
About Doug Coppola

As Executive Director and Investment Committee Chairman I have several responsibilities but one ultimate goal: to help clients sleep well through varied investment environments as I have done for over four decades. I founded Client First Advisors, LLC in 2011 and subsequently merged with Crown Wealth Group in 2019. As the Chairman of the Investment Committee I engage in economic and market research and collaborate with the CIO on investment decisions for all Crown Wealth Group clients. We custodian client assets with TD Ameritrade.We handle IRA rollovers , 401 K's , corporate and taxable accounts ,trusts , and pension funds.We are a fee based service which perfectly aligns our sucess to your success.

Doug Coppola's Current Company Details
Crown Wealth Group

Crown Wealth Group

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Executive Director and Investment Committee Chairman
Chapel Hill, NC, US
Website:
crownwealthgroup.com
Employees:
10
Doug Coppola Work Experience Details
  • Crown Wealth Group
    Executive Director And Investment Committee Chairman
    Crown Wealth Group
    Chapel Hill, Nc, Us
    View
  • Crown Wealth Group
    Executive Director & Investment Committee Chairman
    Crown Wealth Group Oct 2019 - Present
    Chapel Hill, Nc
    As Executive Director and Investment Committee Chairman I have several responsibilities but one ultimate goal: to help clients sleep well through varied investment environments as I have done for over four decades. I founded Client First Advisors, LLC in 2011 and subsequently merged with Crown Wealth Group in 2019. As the Chairman of the Investment Committee I engage in economic and market research and collaborate with the CIO on investment decisions for all Crown Wealth Group clients.
    View
  • Client First Advisors Llc
    Managing Principal
    Client First Advisors Llc Nov 2011 - Oct 2019
    Client First Advisors,Llc
    We provide a very personal yet analytical approach for clients who desire a close relationship with well qualified Registered Investment Advisors. Our long experince in the financial industry has taught us that a fee based platform best aligns your success with our success.Client First Advisors, LLC is a Chapel Hill based Registered Investment Adviser. Services are only offered to clients or prospective clients where Client First Advisors, LLC and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Client First Advisors, LLC unless a client service agreement is in place.
    View
  • Raymond James Financial Inc.
    Principal
    Raymond James Financial Inc. May 2005 - Nov 2011
    Chapel Hill,Nc
    Financial Advisor
    View
  • Prior Companies
    Professional Experience
    Prior Companies 1976 - 2005
    The First Boston Corporation, Morgan Stanley , Goldman Sachs
    More than 40 years of experince as aninvestment advisor. I have worked with major investment institutions in New York,London and Zurich.

Doug Coppola Skills

Portfolio Management Investment Advisory Investment Solutions Wealth Management Retirement Planning Hedge Funds Mutual Funds Etfs Investments Equities Asset Management Fixed Income Financial Services Securities Finance Series 7 Investment Strategies Financial Markets Financial Advisory Alternative Investments Investment Management Series 63 Options

Doug Coppola Education Details

Frequently Asked Questions about Doug Coppola

What company does Doug Coppola work for?

Doug Coppola works for Crown Wealth Group

What is Doug Coppola's role at the current company?

Doug Coppola's current role is Executive Director and Investment Committee Chairman.

What is Doug Coppola's email address?

Doug Coppola's email address is do****@****mes.com

What schools did Doug Coppola attend?

Doug Coppola attended New York University, London Business School, Saint Peter's University, Essex Catholic Hs, Ecole Des Hautes Etudes Commerciales.

What are some of Doug Coppola's interests?

Doug Coppola has interest in Swimming, Hiking, Family And Friends, Wine And Food.

What skills is Doug Coppola known for?

Doug Coppola has skills like Portfolio Management, Investment Advisory, Investment Solutions, Wealth Management, Retirement Planning, Hedge Funds, Mutual Funds, Etfs, Investments, Equities, Asset Management, Fixed Income.

Who are Doug Coppola's colleagues?

Doug Coppola's colleagues are Sean Casullo, Cfp®, Zac O'brien, Cfp®, Amy Olsen, Bailey Death, Mba, Scott Drake, Vanessa Scaife.

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