The Cope Grady Group of Truist Investment Services, Inc. The Cope Grady Group of Truist Investment Services, Inc.

The Cope Grady Group of Truist Investment Services, Inc.

3333 Peachtree Rd NE

3rd Floor,

Atlanta, GA 30326-1030

copegradygroup@truist.com

Phone 404-264-6819

Fax 404-264-6801

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Who we are

The Cope Grady Group of Truist Investment Services Inc. is dedicated to helping our clients achieve their unique investment goals. Financial Advisors John Cope and Martin Grady, Financial Consultants John Mastro and Vallon Mills and Registered Client Service Associates Zack Cathey and Tania Lawrence have a combined 60 years of experience in the financial services industry. 

We are a full-service team committed to delivering integrated financial strategies to our individual, family, corporate, non-profit and institutional/municipal clients while remaining true to our core values of integrity, transparency, and mutual respect. We are also one of a few teams at Truist to service company 401K plans for our business owner clients.

Each team member focuses on key aspects of the relationship management process:

  • John Cope – Individual client portfolio reviews, 401K plan establishment and advisory services.
  • Martin Grady – Institutional and municipal client portfolio reviews, advisory account management, financial planning.
  • Vallon Mills and John Mastro – Individual client portfolio reviews and investment management, financial planning.
  • Zack Cathey – 401K plan and annuity account onboarding and management; retirement account onboarding, rollovers and RMDs; ongoing money movement and trading
  • Tania Lawrence – All other brokerage account onboarding and updates (individual, joint, UTMA, trust, corporate, LLC, etc.), online account assistance, ongoing money movement and trading.

For the second year in a row, The Cope Grady Group was recognized by Forbes as one of the Best-In-State Wealth Management Teams (2024 and 2025)*.


*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 & 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..
Check the background of this investment professional on FINRA's BrokerCheck

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

Productive wealth management requires a disciplined process and a long-term view. Our client-centered solutions are based upon the financial planning process which helps to clarify and quantify goals and then understand what it will take to achieve them. This approach allows us to identify opportunities to help improve the probability of our clients’ financial success over time. The primary investment objective is to pursue an appropriate rate of return while managing risk and maintaining tax efficiency*. We seek to achieve this by designing an investment strategy that includes an appropriate blend of equities, fixed income, alternative investments and cash or cash equivalents. Throughout the course of the relationship we work closely with our clients to monitor their ongoing financial needs while working toward their long-term goals. 

*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
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    Services provided by Truist Financial Corporation (Truist) affiliates: Banking products and services, including loans and deposit accounts, provided by Truist Bank, Member FDIC. Trust and investment management services provided by Truist Bank. Securities, brokerage accounts and /or annuities offered by Truist Investment Services, Inc., an SEC registered broker-dealer, and member FINRA and SIPC, and a licensed insurance agency. Investment advisory services offered by Truist Advisory Services, Inc. and GFO Advisory Services, LLC, SEC registered investment advisers. Some insurance products offered by Truist Investment Services, Inc. Other insurance products offered by McGriff Insurance Services, LLC (McGriff), Kensington Vanguard National Land Services, LLC (Kensington Vanguard) and Crump Life Insurance Services, LLC (Crump). Truist Life Insurance Services (TLIS) is a division of Crump, Arkansas License #100103477. Variable insurance material is for broker-dealer or registered representative use only. Variable products distributed by P.J. Robb Variable (PJRV), LLC, Arkansas License #100110185. Member FINRA.

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