Craig Coopersmith

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

1880 W County Road 419

Oviedo, FL 32765

Craig.Coopersmith@Truist.com

Phone 407-775-8378

Fax 877-564-7593

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About me

Background

Helping people attain financial well-being is what attracted Craig Coopersmith to the financial services industry. With over 26 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.

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 25 years.

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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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