Lori Copeland has an active presence in the Charlotte, North Carolina, business community, serving as senior financial advisor with Sparta Wealth Partners. She has a holistic approach to coordinating the various elements of asset management with individuals and multi-family wealth clients. Her customized, efficient retirement and legacy planning approach avoids the overhead expenses tied to a traditional family office. Lori Copeland actively works to educate and inform clients on tax-efficient estate and succession strategies, as well as wealth preservation strategies that help create balanced and diversified portfolios.
Ms. Copeland’s professional background includes an executive position with Accenture, a global leader in management consulting. Engaging with high-profile clients in the financial services, utilities, and consumer products sectors, she executed operational transformations that integrated technology with process improvements and boosted efficiency in impactful ways. Her collaborative approach ensured that fully met the requirements of Fortune 500 clients across a complex matrix of objectives and market requirements.
Lori Copeland earned a bachelor’s degree with honors in finance at the University of South Carolina. She passed the Series 66 regulatory exam and is a licensed advisor who acts as a fiduciary. She enjoys mahjong and tennis and enjoys international travel in her free time.