Jesse Kopelakis

Bio

Jesse joined Procyon as an Associate Vice President, Private Wealth Advisor. With several years of experience in wealth management and an extensive background in sales, Jesse combines a relationship-driven approach with an objective and analytical perspective to help clients make informed financial decisions.

Jesse primarily works with individuals and families preparing for and living in retirement, helping clients develop comprehensive financial strategies designed to pursue their long-term goals and achieve financial confidence. He focuses on investment strategies, retirement planning, and coordinating the various aspects of a client’s financial life to create a thoughtful and cohesive plan.

Jesse also works closely with business owners, helping coordinate the financial tools and strategies needed to support both their personal and business objectives, including retirement and exit planning.

Beyond the office, Jesse enjoys watching sports and playing golf.