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portrait of Brian Copeland
FINANCIAL ADVISOR

Brian Copeland

AAMS™, CRPC™, AWMA™
11600 Gladiolus Drive, Suite 104, Ft Myers, FL 33908opens in a new window
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About Brian

I am originally from Anchorage, Alaska, and served in the United States Army as an aviation crewmember. Upon leaving the Army, I completed my degree in criminal justice at Southwestern Oregon. Most recently, I completed certificate programs in financial markets (Yale University with Honors), behavioral finance (Duke University) and project planning and management (University of Virginia Darden School of Business). I started in the financial services field in 2003 as a mortgage loan originator and ultimately founded a mortgage brokerage company in 2006. I moved to Edward Jones in 2023 from CrossCounty Mortgage where I served as a senior vice...

Focus Areas

  • Military Professionals & Veterans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • College Savings

Work History

  • Edward JonesJanuary 2023 to Current
  • CO Springs Amateur HockeyFebruary 2022 to July 2022

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • AWMA™

    Accredited Wealth Management Advisor™

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Office Information

Phone

(239) 939-4783

Fax

(866) 745-6582

Office Address

11600 Gladiolus Drive
Suite 104
Ft Myers, FL 33908opens in a new window

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