Lori Copeland is a Charlotte, North Carolina, entrepreneur who works at Sparta Wealth Partners as a Senior Financial Advisor. She delivers portfolio solutions that enable the meeting of ambitious retirement and wealth accumulation goals, and pave the way for succession with minimal tax burden. Engaging closely with cross-functional partners, Lori Copeland excels in delivering services that meet the needs of small businesses, as well as individuals and families.

Ms. Copeland’s industry knowledge spans areas such as financial services, consumer products, and utilities. She has extensive knowledge of strategies for implementing technologies and optimizing operational processes. Her background includes roles as Private Wealth Manager and Director of Marketing with SilverRock Wealth Partners, and she was employed with The Morgan Companies and the Independent Advisor Alliance, LLC. Throughout her career, she has taken a collaborative approach to ensuring client success.

Registered to provide services spanning North Carolina, South Carolina, and Florida, Lori Copeland holds Series 66 qualifications. Community involvement, she is active with the Charlotte Latin School Parents' Council and the National Charity League.

Lori Copeland