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Douglas C
Series 63
Pittsboro, NC
Crown Wealth Group LLC
Douglas Coppola is a financial advisor with Crown Wealth Group LLC in Pittsboro, NC, holding a Series 63 designation and 23 years of industry experience. His prior experience includes roles at Client First Advisors, LLC, Raymond James Financial and Raymond James Financial Services, Inc., and Citigroup Global Markets. Outside of his advisory work, he provides investment consulting to a Swiss company on an occasional basis. Crown Wealth Group LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and comprehensive financial planning. The firm employs a goals-based investment process and an Investment Committee to manage diversified portfolios primarily using low-cost ETFs and mutual funds, while also incorporating other asset classes as appropriate.
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