Lori Copeland

As a Senior Financial Advisor at Sparta Wealth Partners, Lori Copeland based in Charlotte, NC, leads a cross-functional investment management team and product specialists in building and implementing tailored solutions for her clients. Lori Copeland leverages over 25 years of experience to provide expertise and optimize retirement growth and income investment portfolios. Other services include estate and legacy planning advice, financial oversight through asset mapping, and wealth transfer across families.