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Marc Kopelman's Email and Phone

Wealth Management Specialist @ Raymond James

Marc Kopelman's Email

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Location Miami/Fort Lauderdale Area
Wealth Management Specialist @ Raymond James
President @ Kopelman Ventures, Inc.
Owner @ 20/20 Capital Partners
Director, Equity Investments @ Stiles Corporation
Partner / Executive Vice President @ Zenith Realty Investments and Brenner Real Estate Group
Senior Manager @ EY/Kenneth Leventhal Real Estate Group
BS, Accounting @ University of Florida
MS*, Accounting @ Florida International University

At Diversified Wealth Solutions of Raymond James, I provide retirement income planning strategies for select families and businesses. My goal is to try to make sure they have enough income to maintain their dignity and independence in retirement. As a planner and a CPA, by nature, I am a creative thinker with a value mindset. I believe  see more

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