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Steve Copeland has over 25 years of experience in the financial services industry including 4 years as a Vice President at Merrill Lynch and 8 years as a Vice President at JP Morgan Chase.  His business career spans over 30 years.  He received his Bachelors Degree in Business Administration from Syracuse University in 1978. 

As an financial services "insider," Steve became very dissatisfied with the high costs and poor client service provided by the Wall Street firms.  He also witnessed first-hand how his own financial portfolio was managed and knew their must be a better way.  His epiphany came when he discovered the "Fee-Only" planner community and decided to commit his career to this form of client-centered financial planning.

Mr. Copeland is a CERTIFIED FINANCIAL PLANNER™ practitioner, a Registered Investment Advisor in the state of New York, a NAPFA-Registered Financial Advisor and a member of the Financial Planning Association (FPA).

He lives and works in Bronxville NY.

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