Client First Advisors, LLC: Mount Pleasant, South Carolina
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About Us

Investment advice is about more than just good advice or investment returns. It's about providing guidance that you can trust.

"It is my goal to share my experience and investment knowledge, helping the people of Charleston, SC take control over their financial futures."
 

John Coppola


A 20 year veteran of the financial services industry, joined his Uncle, Doug Coppola at Client First Advisors, LLC in May of 2014.  He was previously a Vice President with Merrill Lynch Wealth Management working as a Financial Advisor for affluent families, executives, labor unions and corporate entities. John's previous experience as a Senior Portfolio Manager for a privately held Investment Company has provided him with a myriad of strategies to deal with constantly changing market conditions utilizing a full range of fixed income securities, domestic and global equities, ETF's, Mutual Funds, REITs and commodities. He also gained a vast insurance background as Co-Founder of Garrett Easton Associates Agency Inc., a family owned insurance brokerage providing group health, life, long term care and personal/business insurance coverage.

 

John graduated from The University of Michigan and currently holds his Series 7, 66, Life and Health licenses. He coaches basketball, loves golf and thoroughbred horse racing. He and his wife, Kirstin, live in Charleston, SC with their four children Olivia, Peyton, Johnny and Delaney.

 

Doug Coppola

The Managing Principal of Client First Advisors, LLC with 38 years in the investment business. His early career was spent with major Wall Street Firms (Goldman Sachs, Morgan Stanley) in New York, London and Zurich dealing primarily with banks and large Institutional clients. He has focused on private clients for over 20 years and formed Client First Advisors LLC in 2011.   

Doug has lived in Chapel Hill, NC for the past six years and calls Southern Village home. He enjoys both the mountains and the ocean; he and his wife, Mary Jo take advantage of all that North Carolina has to offer.



Disclaimer:

CFA is a Registered Investment Adviser. Advisory services are offered to clients or prospective clients where CFA & its representatives are properly licensed or exempt from licensure. Website is solely for informational purposes. No advice may be rendered by CFA unless a client service agreement in place.