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Steven P. Copeland, CFP® Steve Copeland has over 20 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 25 years. He received his Bachelors Degree in Business Administration from Syracuse University in 1978. 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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