CONNECT

Address:

3300 Cahaba Road, Suite 120
Birmingham, AL 35223

Phone:

(205) 536-7771

Who We Are

D. Paterson Cope, CFP®

Pat has been providing comprehensive financial planning for his clients for more than 30 years. He has expertise in customizing financial plans designed to manage and preserve wealth consistently over the long term. He has earned the professional designation of Certified Financial Planner™ practitioner.

By being certified by the CFP® Board, Pat has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP® certification process that includes highly demanding education, examination, experience and ethical requirements.

Pat is a graduate of the University of Alabama and a member of the Independent Presbyterian Church. Originally from Montgomery, he lives in Mountain Brook with his wife, Jennifer. They have two sons, Bobby and Charlie.


CFP® | Certified Financial Planner™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck