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Merrill Lynch Wealth Management
Terri A. Copeland, CFP® follows a disciplined process that begins with first taking the time to fully understand each client’s particular needs, concerns and priorities. Her focus is on delivering a comprehensive approach to managing wealth and helping to ensure every strategy is grounded in understanding what each client wants to achieve. She provides access to the investment insights of Merrill Lynch and banking convenience of Bank of America to help address the various aspects of clients’ financial lives.
Passionate about delivering excellent service and empowering her clients to achieve their financial goals, Terri holds the CERTIFIED FINANCIAL PLANNER™ certification. She also has 18 years’ experience helping clients manage concentrated stock positions or deal with the challenges of important transition events like retirement, inheritance or the sale of a business, as well as, providing access to U.S. Trusts for clients’ trust and estate planning services needs and Bank of America for clients’ commercial banking and financing needs. In addition, she can work directly with clients’ attorneys, accountants and other advisors to help coordinate their financial strategies, simplifying the process for clients.
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.