Winged Keel Group Welcomes Scott Coppeto to Enhance Institutional Relationships

NEW YORK--(BUSINESS WIRE)--Winged Keel Group is pleased to announce that Scott Coppeto has recently joined the firm as a Director, Client Relationship Manager. With more than 20 years of experience as an estate planning attorney, financial advisor, and insurance planning specialist, Scott is uniquely positioned to deepen the firm’s growing relationships with financial institutions. Scott was most recently an Estate & Insurance Planning Specialist at Crump Life Insurance Services. Scott’s hiring follows the strategic investment by GTCR, and helps underscore the growth initiatives for 2025 and beyond. Winged Keel continues to emphasize the importance of its institutional relationships and continues to add resources to expand their coverage nationwide.

Based in New Jersey, Scott will focus on the New York metropolitan area, where his extensive network and expertise in estate and legacy planning, business succession, wealth transfer, and retirement planning will be a valuable resource to clients and partners. A past president of the Estate Planning Council of Northern New Jersey, he holds the CFP^®, CLU^®, and CLTC designations, and earned his bachelor’s degree from King’s College and his Juris Doctor from Widener University School of Law.

Winged Keel CEO Eric Naison-Phillips said, “Scott’s extensive experience in insurance planning, deep institutional relationships, and commitment to delivering best-in-class solutions to clients make him the perfect cultural fit for Winged Keel. Scott will further expand our national platform for covering financial institutions. We are excited that exceptional professionals such as Scott view Winged Keel as a differentiated platform to expand and enhance their practice. We have built an elite team of professionals providing turnkey partnerships for banks and RIAs and couldn’t be more excited to have Scott join us as we expand our industry leading national platform for high end life insurance.”

“I am thrilled to join Winged Keel Group during such an exciting period of growth,” said Coppeto. “I look forward to working with the firm’s talented team and leveraging my experience to help strengthen and expand our institutional relationships.”

Winged Keel Group is excited to welcome Scott to the team and looks forward to the expertise and value he will bring as the firm continues to expand. This announcement reflects the firm’s continued commitment to growth and strengthening institutional relationships nationwide.