Lori Copeland - Experienced Financial Advisor in Charlotte, NC

Based in Charlotte, NC, Lori Copeland is a financial advisor with more than 25 years of experience in wealth management, marketing, and technology consulting. She leverages her expertise in these areas to provide customized financial planning services to individuals through Sparta Wealth Partners, where she serves in a senior role. Lori Copeland has been with the Charlotte, NC firm since 2023 and spent the previous six years with SilverRock Wealth Partners.

In addition to working as a private wealth manager at SilverRock, Ms. Copeland was the firm's director of marketing. In this role, she led firm-wide marketing strategies and developed targeted campaigns to increase client engagement and brand visibility. She also spent more than a decade as a senior manager at Accenture, where she consulted Fortune 500 management clients in process improvements, technology implementations, and learning solutions.

Complementing her experience, Lori Copeland is a summa cum laude graduate of the University of South Carolina, where she earned a bachelor of science in finance. She is a member of the National Charity League and Charlotte Latin School Parents' Council. In her free time, she enjoys reading and playing tennis.