Martin Grady

Martin E. Grady
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 Director of the Cope Grady Group of Truist Investment Services, Inc., offering clients more than 15 years of investment experience. 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

As a native Atlantan, 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. He and his wife, Maggie, reside in Atlanta with their young children – Kevin & Elisabeth.

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

  • 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

Accomplishments

America’s NextGen Advisors*
Forbes 2018
Next Gen Best In State Wealth Advisors*
Forbes 2019
Best In State Wealth Advisors*
Forbes 2022
* Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, Industry experience, Compliance records, Revenue produced & Assets under management. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.  
To
Loading location info... Loading the directions...

Location data unavailable at this time. We apologize for the inconvenience.

Map

{0}

{1}

{2}

Office hours

{5}

Phone {3}
Fax {4}

{0} {1}
{0} {2} {3} {1} miles

Recommended Resources

    {0}
    {6}
    {7}
    {8}
    {9}
    {12}
    {10}
    {11}

    {3}

    {1}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}
    {1}
    {2}
    {7}
    {8}
    {9}
    {10}
    {11}
    {14}
    {12}
    {13}

     

    * Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: In-person interviews, Industry experience, Compliance records, Revenue produced & Assets under management. Truist Investment Services has conducted no independent verification of this third-party’s (Forbes) award criteria, selection or nomination process.