Susan R. Copeland, CFP®

Associate Advisor

Phone: 205.208.8729
[email protected]

  • University of Alabama at Birmingham, 2005
    Bachelor of Arts, Spanish Language and Literature
  • CERTIFIED FINANCIAL PLANNER™, 2019

“Striving to help clients focus on their true values and motivations in their lives, allows me to engage and empower clients to form decisions that align with what matters the most for achieving their present, immediate future, and longer-term life and financial goals.”

Susan joined Bridgeworth in 2020 bringing to the team 7 years of experience in client relationship management, retirement planning and saving, and comprehensive financial planning. Through dedication, discipline, and encouragement from her 3 young sons, Susan obtained her CERTIFIED FINANCIAL PLANNER™ designation where her passion for building meaningful relationships allows her to focus solely on financial planning as a means to help others positively enhance their lives.  With the Bridgeworth team, Susan focuses on conducting technical analyses, solving complex questions, comprehensive planning and being involved in client meetings.

Susan resides in Homewood where she is raising her 3 sons, Preston, Elijah, and Porter.  She enjoys trail running in her spare time and teaching spin classes at her local gym to help encourage healthy living goals among participants.

Affiliations
  • Financial Planning Association of North Alabama