Evan Tidball

Michael Copelan is a Financial Advisor at Merrill Lynch Wealth Management who works with high net worth individuals and families, particularly those with net worths between $3 million and $10 million. His practice focuses on comprehensive financial planning that includes wealth management strategy, tax efficiency, estate planning strategies, banking, lending, and legacy coordination. He collaborates with clients' CPAs, attorneys, and other advisors to provide a coordinated financial planning experience. With over nine years of experience in the financial services industry, Michael serves clients such as business owners, executives, and professionals managing retirement planning, real estate, equity compensation, and multigenerational wealth transfer. He emphasizes trust, simplicity, and long-term relationships, helping clients transition from reactive decisions to proactive, purpose-driven strategies that align with their values and long-term goals. Michael holds a Bachelor's Degree from Berry College and holds professional designations including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He lives on the Olympic Peninsula with his wife and three children. Michael is involved in the community through organizations such as the Bainbridge Book Festival, Jefferson County Soccer Club, Port Townsend Film Festival, and Port Townsend Friends of the Library. Outside of work, he enjoys spending time with his family and supporting youth sports.