Merrill Lynch Financial Advisor MICHAEL COPELAN

Services Offered

• Investment advice
• Financial planning
• Retirement planning

About

Michael Copelan is a financial advisor based in Bainbridge Island, Washington, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to individual clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®), he specializes in helping clients navigate their financial journeys. Michael serves a diverse clientele, focusing on delivering personalized financial guidance to both individuals and families.

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