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PUBLIC-SOURCE PROFILE

Brian Copeland

Wealth Advisor, Managing Director

Hightower Advisors

St. Louis, Missouri

BACKGROUND & PLANNING FOCUS

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Brian Copeland advises senior executives on coordinating stock options, restricted stock, deferred compensation, and other benefits with their financial plans. His work considers election deadlines and long-term tax implications alongside client goals. He also provides financial planning to clients and volunteers through the United Way.

Executive compensationEquity compensationFinancial planningTax-aware planningCPWA®CFP®
Reported firm
Hightower Advisors
CRD number
Not listed in this profile
Minimum investment
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SOURCES & FRESHNESS

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Profile assembled from published professional sources · checked 2026-09-16. Details can change; use the original source to confirm.

The individual biography header names this city; the site’s location directory associates it with this state. Hightower headquarters was not used.

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