Martin E. Grady
Managing Director
Financial Advisor
Private Client Group
Truist Investment Services, Inc.
The Cope Grady Group of Truist Investment Services, Inc.
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
Martin Grady is a Financial Advisor and 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.
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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
Financial planning
Investment management
Estate planning
Investment planning
Accomplishments
Best In State Wealth Advisors*
Forbes
2022
Best-in-State Wealth Management Team**
Forbes
2024
Best-in-State Wealth Management Team**
Forbes
2025
*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.
**Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented in January and is based on the aforementioned criteria through the calendar year preceding the award date.
Locations
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Map
3333 Peachtree Rd NE,
3rd Floor, Atlanta, GA 30326-1030
Office hours
Mon–Fri: 9am–5pm ET Sat: Closed Sun: Closed
Location data unavailable at this time. We apologize for the inconvenience.
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