Thomas Copley

Thomas Copley has a diverse work experience in the financial industry. Thomas is currently working as a Supervisory Principal at Stratos Wealth Partners, where they offer investment advice and ensures compliance with securities regulations. Before that, they served as a Vice President, Risk Analyst & Insurance Oversight at Ancora Holdings Group. Prior to that, Thomas worked at KeyBank for many years, holding various roles such as Senior Supervisory Principal, Junior Supervisory Principal, Investment Associate, and Office Manager. In these positions, they conducted reviews, supervised employees, executed trades, provided customer service, and managed office functions. Thomas also worked as a Call Center Client Services Associate at McDonald Investments at the start of their career.

Thomas Copley earned a Master of Business Administration (MBA) degree from Western Governors University in 2020. Prior to that, they obtained a Bachelor of Business Administration (BBA) degree in Finance and Financial Management Services from The University of Toledo. In terms of certifications, they obtained a Series 30 certification from the National Futures Association in 2021 and a Series 4 certification from FINRA in 2023.