Advisor profile


My approach

William Copenhaver - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

William Copenhaver - My approach photo

Areas of focus

  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Advisor with Ameriprise Financial since 1989

Education

  • BBA Business Administration

Interests

My wife and I love to travel. We have family in Panama and like to visit every 2 years.

Shorter vacations every other year.

Spending time with the grandkids is one of me favorite things to do.

We both love hanging out in our back yard.

Community participation

Have volunteered with Habitat for Humanity-Oklahoma City Chapter.