Ethan Copeland
Advisor AssociateEthan serves as an advisor associate in the firm’s Potomac, MD office, supporting the local advisory team in maintaining client relationships and assisting in all aspects of the financial planning process.
Before joining the team, he was a financial advisor with Alex.Brown (Raymond James) where he developed foundational industry skills. A graduate of James Madison University, he holds a degree in sports and recreation management with minors in entrepreneurship and writing.
Ethan was born and raised in Rockville, Maryland and currently resides in Arlington, Virginia. An avid Washington sports fan, he enjoys spending time with family and friends, exercising, and playing golf in his free time.
Previous Experience
- Financial Advisor at Alex.Brown – Raymond James
- Brands and Properties Intern at Wasserman
Education & Credentials
- BS, James Madison University, Sports and Recreation Management, minors in Entrepreneurship & Writing
- Series 66 license
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
