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’

Steve Coplon
Vice President Finance
Heritage Wealth Management Group
United States, Virginia, Norfolk
About Me
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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