Copper Financial (“CuFi”) announced that Brad Scott has been welcomed to the organization as National Sales Manager. Scott will work with Copper Financial’s wealth advisors to help them better serve credit union members while helping the wealth advisors to develop and grow professionally.
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“I’m excited to join Copper Financial because its team truly wants to help people achieve financial well-being, no matter what their financial status,” said Scott. “Helping families plan for the future and navigate life’s financial challenges is exactly why I got into wealth management to begin with, and I couldn’t be more thrilled to join an organization that aligns with what I value as an individual.”
During Scott’s 30 years of experience in the wealth management industry, he has held roles as a financial advisor, private banker, portfolio manager, market leader, and regional sales manager. He most recently served as National Practice Strategy Leader at US Bank Private Wealth Management and worked for Commerce Trust Company earlier in his career.
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“Brad’s experience will help us continue to connect with credit unions as they work to increase engagement with their members via value-added services such as investment and wealth management,” said Justin Steitz, Chief Operating Officer of Copper Financial. “His expertise will bolster our efforts to help credit unions understand the role they can play as holistic wealth managers for their members, and provide them with the solutions they need to take their client relationships to the next level.”
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