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Craig Coopersmith

Craig A. Coopersmith, CRPC®, PPM
Senior Managing Director Financial Advisor Truist Investment Services, Inc.
The Knights Avenue Group of Truist Investment Services, Inc.

1880 County Rd 419

Oviedo, FL 32765

Craig.Coopersmith@Truist.com

Phone 407-563-3870

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About me

Background

Helping people attain financial confidence is what attracted Craig Coopersmith to the financial services industry. With over 20 years of experience with Truist and its predecessor firm, SunTrust, Craig focuses on making a substantial and positive difference in his clients’ financial wellbeing, while striving to address their financial goals. He's committed to conducting business in an honest, ethical, and prudent manner, comprehensive financial planning, and investment opinions and advice.

Supported by his team within The Knights Avenue Group of Truist Investment Services, Craig applies a disciplined process of assessing a client’s financial situation, determining their risk tolerance, forming and executing an appropriate investment plan, and conducting regular portfolio reviews. He holds his Chartered Retirement Planning Counselor™ (CRPC®) designation and was ranked among the top 100 Financial Advisors by Bank Investment Consultant magazine in December of 2019*. 

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Finance
University of Central Florida 2003

Personal Interests

A native of Florida, Craig earned a B.S. in Finance at the University of Central Florida. He is the Treasurer for a Stroke Awareness Foundation which is a local non-profit organization helping the victims and families of Stroke survivors. He is also actively involved in the community helping other organizations meet their philanthropic objectives. Craig and his wife, Ruby, have two daughters, and have lived in the Central FL area for over 20 years.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

Accomplishments

Top 100 Financial Advisors*
Banker Investment Consulting 2019
*Rankings are based on assets under management (AUM); trailing 12 month production, percentage change in AUM from the previous year, percentage change in trailing 12 month production; amount of fee business, and the ratio of production per AUM. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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    * Rankings based on the following criteria. Assets under management(AUM); trailing 12 month production, percentage change in AUM from the previous year, percentage change in trailing 12 month production; amount of fee business, and the ratio of production per AUM. December 2019 Issue. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.

     

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