Lori Copeland - Delivering Tax-Advantaged Allocation Strategies

A longtime presence in the Charlotte, North Carolina, business community, Lori Copeland has extensive experience in wealth management, marketing, and technology consulting. As Senior Financial Advisor with Sparta Wealth Partners, she designs optimized wealth management portfolios from the ground up. Lori Copeland’s estate and legacy planning approach incorporates long-term goals and individual timelines. She tailors succession approaches to ensure seamless, tax-advantaged asset transfer.

Ms. Copeland spent a decade with Accenture as Senior Manager and oversaw efforts to improve processes and integrate new technologies. She worked with a wide range of Fortune 500 clients and partnered with senior executives to generate measurable outcomes across corporate transformation and operational efficiency efforts. With a deep functional knowledge of complex organizational structures, she delivered practical and innovative pathways forward.

Lori Copeland’s experience extends to roles as Private Wealth Manager and Director of Marketing with SilverRock Wealth Partners. In the latter capacity, she had back-office operations oversight while driving marketing strategies across the organization. She guided targeted campaigns that boosted client engagement and brand visibility.