Who is D Paterson Cope?
D. Paterson Cope is a CFP and has had a great career as a financial consultant. His primarily focus always been on Comprehensive Financial Planning. He is originally from Montgomery, Alabama and he graduated from the University of Alabama. When it comes to his career achievements, then he attained CFP designation in 1997. He always loves to provide financial consultancy, and he loves his career as a financial planner and consultant.
When it comes to his professional career, then there are a countless number of great events, and he has over 30 years of experience in the field. He has served approximately 45 families, and he is planning to serve 60 families, and that is the point when he will stop taking clients.
At a glance, his professional career was a total success. D. Paterson Cope has over 30 years of experience in the brokerage industry, and he opened his practice in May of 2015. Before that, he spent over 20 years as First Vice President for Morgan Keegan and its successor, Raymond James.
He has a lot of work experiences, and presently, he is broker-dealer at Prospera Financial Services, and he is also an independent contractor with them and his own company named D. Paterson Cope Wealth Management.
D. Paterson Cope also worked with multiple giants of the financial world, and the few names included Lehman Brothers INC. New York, NY, the Robinson-Humphrey Company INC. Atlanta, GA, and J.C. Bradford & Co. New York, NY. He also has multiple certifications and state registrations. He has passed State Securities Law Exam and General Industry/Products Exam. He has multiple Licenses, and state registrations include Alabama, Georgia, Florida, Tennessee, Texas, Virginia, and West Virginia.
When it comes to the personal life of D. Paterson Cope, then he loves to spend time with his family. He is married to Jennifer Miree Cope, and he has two sons, Charlie and Bobby. They both are on their educational path and studying in different universities. He is also an active member of Independent Presbyterian Church. He also loves to read about the politics, and he is an avid sports fan as well.
