Broker Check

Y12 Investment Partners

Y12 Investment Partners is  here to provide a range of resources that can help build a deserved financial future, Whether you need assistance with investment solutions, financial planning, retirement planning,  life insurance or more, we have Financial Professionals that offer sound advise and provide solutions to give peace of mind and clear direction.

Our team, with every solution and every service, is dedicated to helping you maximize your financial potential with solutions based on a thorough discussion of your needs, your goals, and your objectives. 

Whether you're just starting out, raising a family, nearing retirement,or retired we are here to help you find suitable financial solutions to get you on your way to reaching your goals 

Please specify the Financial Professional you would like to contact or be contacted by

Thank you for your interest in our website and planning for a financial future you deserve.

We look forward to hearing from you.

Y12 Investment Partners

Ellen Coppinger, CFP

Financial Advisor, CFP®

865-481-4962

865-220-8424

ellen.coppinger@ceterais.com

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 CERTIFICED FINANCIAL...
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Mitzi Watt

Registered Representative

865-481-4964

865-220-8424

mitzi.watt@ceterais.com

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 your unique interest and circumstances.  

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Nancy Valentine

Program Coordinator

865-482-4301

nvalentine@cetarais.com

Nancy is a former officer and paralegal at Tele-Communications, Inc. in its cable entertainment contracts division. Before moving to eastern Tennessee in 2006, Nancy lived in Denver and Florida. A resident of Oak Ridge, Nancy feels...

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