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Katharine Coppola

Katharine Coppola

Katharine Coppola is Territory Manager for Jefferson National, covering the states of Idaho, Montana, Nebraska, North Dakota, South Dakota, Wyoming, Arizona, Alaska, New Jersey and Illinois. With her comprehensive expertise in Jefferson National’s products, investment options and innovative technology platform, as well as her extensive knowledge of the competitive landscape, Ms. Coppola is an educator and valued consultant to the advisors she serves. Ms Coppola previously served as Branch Analyst at UBS Financial Services, where she worked with advisors to increase fee-based assets through financial planning, asset allocation analysis and mutual fund research. Ms. Coppola has also has served as a mentor and volunteer for InvestWrite, an innovative writing program sponsored by the SIFMA Foundation for Investor Education, to help promote financial literacy for youth. She holds her NASD Series 7, 66 and CT Life Insurance License. Ms. Coppola received her B.S. in Business Management, with a minor in Political Science, from Southern Connecticut State University.