Terri Copeland
Financial Advisor
- Role
- Financial Advisor at Edward Jones
- Location
- Springfield, MO, US
- LinkedIn followers
- 500 followers
About Terri Copeland
Learner | Strategic | Achiever | Futuristic | IndividualizationI am a financial advisor with more than 20 years of experience in helping investorsreach their goals. I serve as a partner and mentor to my clients, guiding them throughlife events and investment decisions, so they have confidence in their future.At Edward Jones, we focus on serving the financial needs of individual investors of allages and financial means. We have built our business by treating our clients as wewould want to be treated, a simple idea that still makes sense in today’s complexmarketplace.My priority is on delivering a comprehensive approach to accumulating wealth thatbegins with listening to your needs and helping to ensure every strategy is groundedin understanding what you want to achieve.I use an established process to build personalized strategies for my clients to helpthem reach their goals and understand what investments they own, why they ownthose investments and how much they pay for them.Having lived in the Springfield area most of my life and raising my family here, I valueour community and the people in it. I am an active member of the community,currently serving on the board for Harmony House. I have served on several boards and volunteered with many organizations including, but not limited to, Wellness for Warriors, The American Heart Association, Junior League of Springfield, The Victim Center, Rotary, Springfield Women, Ambassadors of Golf, CoxHealth, Alzheimer\'s Association and The SouthwestMissouri Humane Society. I am also a member of Leadership Springfield Class 42.Personally, I am a mom to five adult children and ten grandchildren! I also have two dogs I adore, Diego and Lucy. Outside of the office, I spend my time with my family, traveling, crafting and kayaking, and I am always up for new experiences and adventures.Give me a call or stop by the branch – I look forward to seeing instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
May 2023 — Present · US
Education
Missouri State University
Bachelor's Degree
2001 — 2018
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