Adam Coppock is a financial planner with Raymond James at the Capital Wealth Group in Canfield, OH. While focusing his business on his clients’ individual financial objectives, Adam believes the most successful wealth management strategies look at the big picture. Adam provides a comprehensive, strategy-focused approach, delivered with personal attention and a commitment to his clients’ best interests.
Adam has been advising his clients on investments and their comprehensive financial planning needs since 2016. After spending almost eight years as a financial planner at Prudential, Adam joined Raymond James and the Capital Wealth Group in March of 2024. Through the deployment of the vast resources of Raymond James, Adam is able to assist you with your financial objectives through a combination of goals-based, long-term financial strategies. Whether it’s your retirement planning, portfolio management, college planning, business needs or estate planning, Adam and his team are here to help.
Adam currently carries multiple industry licenses that include the Series 6, 63, 65, and 7 along with his insurance licenses in CA, FL, NC, OH, and PA. In addition, Adam successfully earned the RICP® (Retirement Income Certified Professional®) and WMCP (Wealth Management Certified Professional) designations from the American College of Financial Services in 2021 and 2023 respectively.
A native of Columbiana, OH, Adam graduated Magna Cum Laude from The College of Wooster in 2016 with a degree in Mathematics, where he also was a member of the varsity football team for 4 years. While not at work, Adam remains active in his community and enjoys spending time with his wife and children, woodworking, and coaching football at Crestview High School. He and his wife Erin currently live in their hometown of Columbiana with their two children, Beau & Adalyn.
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Insurance and annuities offered through Raymond James Insurance Group, an affiliate of Raymond James Financial Services, Inc.