Press Release: Brian & Zach Recognized by Forbes/SHOOK
By Hightower St. Louis on August 18, 2022
St. Louis, Mo.– Aug. 18, 2022 – Hightower Wealth Advisors | St. Louis, a wealth management firm providing investment, financial and retirement planning services, announces advisors Brian Copeland, CPWA®, CFP®, and Zach Ungerott, CPWA®, CFP®, have been named to the Forbes Top Next-Gen Wealth Advisors Best-In-State List 2022 . The list highlights up-and-coming advisors across the country who are touted to ignite new energy and ideas in the financial industry.
“Brian and Zach have tremendous drive and a natural instinct for client service, so it’s unsurprising they were honored with this year’s recognition,” said Omar Quershi, managing partner and investment strategist of Hightower Wealth Advisors | St. Louis. “Their hard work and dedication during volatile times have been a driving force in our growth and we are excited to see their continued success in the future.”
Copeland is partner and director of financial planning with the firm. In his role he oversees all aspects of the planning services the firm offers, including retirement planning, tax planning, risk management, and estate and budgeting analysis. He has an innate ability to analyze complex, sophisticated financial situations, identify any potential opportunities or gaps, and educate clients on solutions in a straightforward, simplistic manner.
Ungerott is a senior wealth advisor specializing in investment and retirement planning for business owners. He helps them understand and overcome many of the the financial challenges they may face and works with them to implement advanced estate and tax planning strategies to meet their goals and protect their legacy.
To learn more about Hightower Wealth Advisors | St. Louis, visit HightowerStLouis.com.
Methodology
Each year, Forbes partners with SHOOK research to develop the esteemed list. Recipients are selected through research interviews, compliance records, experience in the financial industry, assets under management and other qualitative and quantitative data. Forbes Top Next-Gen Wealth Advisors must be under 40 years old and have worked in the financial industry for at least four years to be considered.
About Hightower Wealth Advisors | St. Louis
Hightower Wealth Advisors | St. Louis is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. As an ensemble team of qualified, experienced financial professionals with a wide range of knowledge and skills, Hightower Wealth Advisors is a multi-faceted, multi-generational team that builds comprehensive financial plans that are more than just investments. For more information about Hightower Wealth Advisors | St. Louis, please visit HightowerStLouis.com.
Securities offered through Hightower Securities, LLC member FINRA/SIPC Hightower Advisors, LLC is a SEC registered investment advisor.
###
Hightower Wealth Advisors | St. Louis is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Hightower Wealth Advisors | St. Louis and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Hightower Wealth Advisors | St. Louis and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Hightower Wealth Advisors | St. Louis and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Hightower Wealth Advisors | St. Louis and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.
8308 Eager Rd
St Louis, MO 63144
Office: (314) 598-4060
Fax: (314) 754-9132
Legal & Privacy
Web Accessibility Policy
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org
©2025 Hightower Advisors. All Rights Reserved.