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.

Previously, Lori Copeland served as a Senior Manager at Accenture. She oversaw management consulting for Fortune 500 clients in the financial services, utilities, and consumer product industries. Primarily, she focused on technology implementations and partnering with C-Suite executives to execute project goals. Her leadership role involved directing a multi-location team of clients and consultants, implementing change management strategies, driving innovation, and designing and implementing processes.

Between 2017 and 2023, Lori Copeland served as the Director of Marketing at SilverRock Wealth Partners and as a private wealth manager in her last year at the firm. In her spare time, she likes spending time with her family and friends, traveling, reading and playing mahjong. She was elected to Charlotte Assembly, an association of successful women based in Charlotte, NC.

Lori Copeland