
Cray J. Coppins III

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.Â
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.
Hear Directly From Mission Wealth Clients
In the News
View our recent Insight blog articles.
Market Perspectives Q2 2026
Explore our latest market update as resilient economic growth, strong corporate earnings, and evolving Fed expectations shape opportunities across stocks, bonds, and global markets.
How Effective is the “Sell in May” Strategy for High-Net-Worth Investors?
What should investors do before summer market volatility? Learn how retirees and high-net-worth families can prepare through liquidity planning, portfolio rebalancing, and tax-aware investment strategies.
How Can Affluent Families Balance Summer Lifestyle Spending With Long-Term Wealth Planning?
High-net-worth families often struggle balancing lifestyle spending with long-term financial planning. Learn how intentional cash flow strategies can help families enjoy wealth confidently while staying aligned with long-term goals.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.


