Ethan Copeland, CFP®
Advisor Associate
As an Advisor Associate in Wealthspire’s Potomac office, Ethan works closely with clients and advisors throughout the financial planning process. He supports the development and implementation of financial plans, helps manage ongoing client relationships, and coordinates the details needed to turn planning conversations into action. Prior to joining Wealthspire, Ethan was a Financial Advisor with Alex. Brown, a division of Raymond James, where he developed experience working directly with clients and gained a strong foundation in financial planning and wealth management. Earlier in his career, he interned with Wasserman in its Brands and Properties group. Ethan earned a Bachelor of Science in Sports and Recreation Management from James Madison University, with minors in Entrepreneurship and Writing. He is a CERTIFIED FINANCIAL PLANNER® professional and holds the Series 66 license. Born and raised in Rockville, Maryland, Ethan now lives in Arlington, Virginia.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
