Martin Grady

Martin E. Grady
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

Martin.Grady@Truist.com

Phone 404-264-2443

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About me

Background

Martin Grady is a Financial Advisor and Senior Managing Director with the Cope Grady Group of Truist Investment Services, Inc., offering clients more than 18 years of investment experience. As a native Atlantean, Martin graduated from Vanderbilt University with an interdisciplinary degree in history and economics. He's also completed the Executive Program for Financial Planning Certification at UGA’s Terry College of Business.

In collaboration with his partner, Johnathon Cope, they are committed to delivering integrated financial strategies to both individual and 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

BA History/Economics
Vanderbilt University 2006

Personal Interests

Martin and his wife, Maggie, reside in Atlanta with their young children, Kevin and Elisabeth. He stays busy coaching several sports teams throughout the year.

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

Accomplishments

Best-in-State Wealth Management Team*
Forbes 2024 External
Best-in-State Wealth Management Team*
Forbes 2025 External
*Each advisor is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, industry experience, compliance records, revenue produced & assets under management. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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