Johnathon Cope

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

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

About me

Background

Johnathon Cope is a Financial Advisor and Managing Director of the Cope Grady Group of Truist Investment Services, Inc., offering clients 17 years of investment experience. He is a CERTIFIED FINANCIAL PLANNER™ professional, Accredited Investment Fiduciary® analyst and Chartered Retirement Plan SpecialistSM

In collaboration with his partner, Martin Grady, they are committed to delivering integrated financial strategies to both individual as well as institutional clients while remaining true to their 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

A native Tennessean, Johnathon graduated from Belmont University with a BBA and earned his MBA from Mercer’s Stetson-Hatcher School of Business. He and his wife, Cristina, reside in Atlanta with their three children.

Specialties

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

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • 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

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • 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

To
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