Virginia Copley, Cfp®
About Virginia Copley, Cfp®
Virginia Copley, CFP®, is the Director of Private Banking at First Financial Bank and the Regional Managing Director at Truist Wealth, with over 20 years of experience in financial services.
Current Positions
Virginia Copley, CFP®, is currently serving as the Director of Private Banking at First Financial Bank in Cincinnati, Ohio, United States. She also holds the position of Regional Managing Director at Truist Wealth in Charleston, West Virginia.
Previous Employment
Virginia Copley has an extensive career in the financial services industry, having worked as a Wealth Advisor Regional Director at BB&T from 2010 to 2021 in the Charleston, West Virginia Area. She also served as a Financial Advisor at PNC Investments, formerly NatCity Investments, from 2008 to 2010 in LaGrange, KY, and at Morgan Stanley Smith Barney from 2007 to 2008.
Education and Credentials
Virginia Copley holds a master's degree from the University of Kentucky, obtained between 2001 and 2003. Prior to that, she earned a bachelor's degree from the University of Tennessee, Knoxville, from 1997 to 2001. She is a Certified Financial Planner (CFP®), which signifies her expertise and commitment to the financial planning industry.
Experience and Specializations
With over 20 years of experience in the financial services industry, Virginia Copley specializes in private banking and wealth management for high-net-worth individuals. She has a robust background in both investment advisory and financial planning roles, which enables her to offer comprehensive financial solutions to her clients.
Career Transition
After completing an 11-year tenure as Wealth Advisor Regional Director at BB&T, Virginia Copley transitioned to Truist Wealth as Regional Managing Director in Charleston, West Virginia. This move highlights her upward career trajectory and ongoing contribution to the field of wealth management.