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, along with registered client service associates, Zack Cathey and Tania Lawrence have a combined 40 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 and non-profit clients while remaining true to our core values of integrity, transparency, and mutual respect. We also service a growing number of company 401K plans for our business owner clients.

The Cope Grady Group was recognized by Forbes as one of the Best-In-State Wealth Management Teams for 2024*.

*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

Johnathon Cope
Johnathon Cope, CFP®, AIF®, CRPS®
Financial Advisor
Managing Director
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Martin Grady
Martin Grady
Financial Advisor
Managing Director
 See more
Zachary Cathey
Zachary Cathey
Registered Client Service Associate
Tania Lawrence
Tania Lawrence
Registered Client Service Associate
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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