Lori Copeland is a dynamic leader based in Charlotte, NC, with more than 25 years of experience in marketing, wealth management, and technology consulting. Recognized for her attention to detail, exceptional listening skills, and unwavering commitment to excellence, she has built a career centered on delivering outstanding client experiences and strategic results.

Throughout her career, Lori has successfully led strategic initiatives, managed cross-functional teams, and implemented innovative solutions across the financial services, utilities, and consumer products industries. Her collaborative leadership style enables her to build trusted relationships while helping clients navigate complex financial decisions with confidence.

Working alongside a dedicated team of investment management and product specialists, Lori provides personalized guidance and comprehensive financial solutions tailored to each client's unique objectives. She believes that listening first and understanding each client's priorities are essential to building long-term relationships and delivering meaningful results.

Outside of her professional career, Lori Copeland is actively involved in the Charlotte, NC, community through the National Charity League and the Charlotte Latin School Parents' Council. She also enjoys traveling, playing mahjong and tennis, and reading.

Lori Copeland