Portrait of Cray J. Coppins III

Cray J. Coppins III CFP®

Partner and Senior Wealth Advisor

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

  • In-person visits
  • Video Meetings
  • Phone Meetings
Request an introduction

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?

What Clients Say

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 J. Coppins III, Partner and Senior Wealth Advisor

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.

Connect with us

Here’s how the first steps work:

  1. 1 Request an introductory conversation
  2. 2 We learn about your goals and priorities
  3. 3 We determine if Mission Wealth is the right fit to help you move forward
Request an Introduction

Our team.
Meet the experts in your corner.

Meet the full team

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

Request an introduction.

Request an introduction.

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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 and Mission Wealth may be the right fit to support your life and financial goals.