Although we are just starting with Cray and Mission Wealth, we have been very impressed with their professionalism and attention to our needs and questions. We highly recommend them.
Cray J. Coppins III CFP®
Based in Lisle, Cray helps corporate executives, professionals, business owners, and retirees coordinate retirement, taxes, investments, charitable giving, and estate planning through major financial transitions.
Ways to Connect
Who Cray Typically Helps
Corporate executives, professionals, business owners, pre-retirees and retirees, families navigating major financial transitions, multigenerational families.
Serving Clients in
Chicago • North Shore • Lake Forest • Lake Bluff • Hinsdale • Lake Geneva • Communities throughout Chicagoland and southern Wisconsin
Available nationwide through virtual meetings
Questions Cray Helps Answer
- How can I prepare for retirement and create sustainable income?
- How should my plan evolve throughout retirement?
- What tax-planning opportunities should I consider?
- How can I coordinate charitable and family gifting?
- How can I coordinate investments, estate planning, and legacy goals?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
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.
Cray joined Mission Wealth in September 2024 when Stonepath Wealth Management, the firm he founded, became part of Mission Wealth. The integration preserved the foundation of trust and personalized planning clients valued while expanding access to Mission Wealth’s broader advisory resources.
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’s Frequently Asked Questions
When you begin working with Cray, his first and most important goal is to truly understand you, your family, and what matters most to you. He approaches wealth management with a generational mindset, looking beyond immediate financial tasks to uncover opportunities to strengthen your current position while supporting a lasting legacy for your family.
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.
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.
Request an introduction to Cray J. Coppins III.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Cray J. Coppins III and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor