Johnathon Cope

Johnathon Cope, CFP®, AIF®, CRPS®
Senior Managing Director Financial Advisor Private Client Group Truist Investment Services, Inc.
The Cope Grady Group of Truist Investment Services, Inc.

3630 Peachtree Road NE

Suite 250,

Atlanta, GA 30326-1030

JCope@truist.com

Phone 404-264-2450

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About me

Background

I am a Certified Financial Planner professional. I also hold the following designations: Accredited Investment Fiduciary® and Chartered Retirement Plan Specialist, offering clients 18 years of investment experience. A native Tennessean, I graduated from Belmont University with a BBA and earned my MBA from Mercer’s Stetson-Hatcher School of Business.

In collaboration with my partner, Martin Grady, I am committed to delivering integrated financial strategies to individual and institutional clients while remaining true to my team’s core values of integrity, transparency, and mutual respect. Developing lasting relationships with clients through regular communication and a commitment to truly understanding their evolving needs and goals is a top priority.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BBA
Belmont University
MBA
Mercer University Stetson-Hatcher School of Business

Personal Interests

My wife, Cristina, and I reside in Atlanta with our three children. I stay busy coaching their various sports, traveling, and getting out on the golf course whenever possible.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Top-notch service delivery and support for the private banking needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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