• Marc Kopelman, , CPA

    Financial Advisor

    Wealth Management Specialist

Marc is a financial advisor and Wealth Management Specialist at Precision Planning Group where he focuses on providing comprehensive financial planning services to our clients and assisting them in coordinating their financial affairs.

Marc brings a distinct blend of skill sets and a wide range of business experiences to clients of Precision Planning Group. He has over 33 years of experience in serving both corporate and entrepreneurial clients, including twelve years of public accounting at Ernst & Young and over thirteen years in the commercial development, investment and financial management industries. Marc is also a certified public accountant in the State of Florida.

Throughout his career, he has provided strategic planning and cash flow analysis for publicly-traded companies and their subsidiaries, such as Westinghouse and Shell Oil. He has also worked for a large regional developer, Stiles Corporation, in creating and implementing a portfolio-based strategy to acquire over $600 million in commercial properties throughout Florida. Well-diversified investors typically have a meaningful real estate holdings and Marc’s experience provides them with insight and perspective in assessing and constructing their financial plans.

Marc continues to stay active in the local commercial real estate community where he currently serves as the Treasurer of South Florida chapter of NAIOP, a national commercial real estate professional organization.

Marc earned a Bachelor of Accounting degree from the University of Florida where he was also a member of the Phi Gamma chapter of the Alpha Epsilon Fraternity. He enjoys collecting old rock ‘n roll albums and playing them on his vintage Technics turntable. Marc is a rare native of Miami and resides in Fort Lauderdale with his wife, Terry and daughter, Sadie.

Raymond James is not affiliated with the above organizations and/or charitable causes.

Raymond James does not provide tax or accounting services.