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.