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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 Chemical Bank.  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 Hastings-on-Hudson NY.

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