Build the Financial Future You Deserve

No matter what your needs are, work with our financial professionals to find the right solution for today and tomorrow.

Meet Your Team

Ellen Coppinger

Financial Professional, CFP^®

Phone: 865.481.4962

Fax: 865.220.8424

Email:
ellen.coppinger@ceterais.com

Mitzi Watt

Registered Representative

Phone: 865.481.4964

Fax: 865.220.8424

Email:
mitzi.watt@ceterais.com

About
Ellen Open team member description

About
Mitzi Open team member description

Ellen Coppinger | Financial Professional, CFP®

Helping clients pursue their financial goals is my primary objective. There are a lot of options and solutions available, but the first step is to discuss your objectives to develop a sound strategy.

As a Certified Financial Planner™ with Y12 Investment Partners, my job is to listen and understand your financial circumstances, hopes, and dreams. I’ve helped a great number of clients to create a methodology designed to support three key financial goals:

Wealth accumulation during your working years
Security and independence in your retirement years
Transferring wealth to the next generation

Specifically, I can help you to look at your current financial picture and provide strategies and solutions to help you in your pursuit of financial security. My recommendations, implementation, and service will be based on what is suitable for your and your family’s objectives today as well as when your financial needs change throughout your life.

“So you can feel good about your progress today & your prospects for tomorrow.”

Mitzi Watt | Registered Representative

I have been providing financial services in the East Tennessee area since 2010. I have developed a highly personalized approach with members, establishing trust and focusing upon their unique interests and circumstances. I will give you the best information available to make informed and educated decisions. This approach, when combined with a strategic view of markets and service solutions, provides you with comprehensive plans to maximize your investment, while focusing upon individual financial goals.

I will be your financial professional, getting to know your entire financial picture and helping you implement the solutions that work best for you, while developing a lasting relationship to assist you with your financial future.

Born and raised in the Knoxville area, I have a keen appreciation for Southeastern Tennessee’s heritage and tradition. My husband, Bryan, and I live in Lenoir City. We have six children and two grandchildren. We enjoy family time and outdoor activities, including camping and off-roading, and we are active in community projects and activities.

East Tennessee Roots…

At Y12 Investment Partners, we are here to serve the membership of Y-12 Federal Credit Union and the communities of Greater Knoxville by building client relationships that stand the test of time.

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Our Vision…

To be the partner our members trust for expert advice
and smart financial solutions for every stage of life.

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