Cray Coppins Mission Wealth

Cray J. Coppins III

In by Mission Wealth

Cray Croppins Partner and Senior Wealth Advisor at Mission Wealth

Cray J. Coppins III

CFP®

Partner and Senior Wealth Advisor

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"Life is like a compound interest curve. Our efforts, habits and resources can compound for us or against us over time leading to magnified results. Through planning I seek to help make your financial resources compound in your favor."

Cray J. Coppins III is a Partner and Senior Wealth Advisor at Mission Wealth, serving Chicago, Illinois, and the surrounding areas. He provides tailored financial planning, investment management, risk management, and tax strategy solutions to business owners, professionals, and retirees. Cray finds enjoyment in building long-term relationships with clients. He seeks to understand their full financial situation to provide personalized financial planning.

As a trusted financial professional Cray enjoys the depth of his relationships often working with families over multiple generations.

"Life is like a compound interest curve. Our efforts, habits and resources can compound for us or against us over time leading to magnified results. Through planning I seek to help make your financial resources compound in your favor."

Cray J. Coppins III is a Partner and Senior Wealth Advisor at Mission Wealth, serving Chicago, Illinois, and the surrounding areas. He provides tailored financial planning, investment management, risk management, and tax strategy solutions to business owners, professionals, and retirees. Cray finds enjoyment in building long-term relationships with clients. He seeks to understand their full financial situation to provide personalized financial planning.

As a trusted financial professional Cray enjoys the depth of his relationships often working with families over multiple generations.

Learn About Cray J. Coppins III

Professional Background

After having worked in insurance, banking, and investment management, Cray J. Coppins III started an independent investment advisory firm in 2012. In his client relationships, Cray brings over 20 years of financial experience and is proud to serve as a fiduciary. 

Cray graduated from Kenyon College with a BA in History in 2001 and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2009.

Personal Pursuits

Cray and his wife Elizabeth have two daughters and two dogs and live in Lake Bluff. Cray enjoys spending free time with family and friends as well as horology, reading, rowing, and fine dining (thankfully Elizabeth is a wonderful chef, because Cray is not).

Community Impact

Cray and his family enjoy volunteering together and particularly enjoy packaging food at Feed My Starving Children.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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