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Steve Coplon

Vice President Finance

Heritage Wealth Management Group

United States, Virginia, Norfolk

About Me

Steve joined Heritage Wealth Management Group after a successful career in business as an entrepreneur and accountant. Joining the company in 2019 as VP Finance, he also helps direct and execute the growth and expansion plans of the firm as Director of Development. As Chief Financial Officer, Treasurer, and Director of Development, he helped make Cruise International into a $100 million company. As President of the Spirit of Norfolk Dinner Boat organization, by understanding what people wanted, he delivered a product that people enjoyed. With his partners, Steve spearheaded the revitalization of Taylors Landing Marine Center, one of the anchor companies involved in the rebirth of Norfolk’

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Profile Information

Vice President Finance

Heritage Wealth Management Group

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Norfolk

Virginia

United States

Aug 19, 2024

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