Cope Private Wealth - Financial Advisor in Birmingham, AL | WiserAdvisor.com

The Cambridge English Dictionary defines rapport as "a good understanding of someone and an ability to communicate well with them".  Since financial planning is a collaborative process, I've found rapport is the single biggest determinant of a successful financial planning relationship.  If you are interested in our services, I invite you to come by for a visit and see if we hit it off.

Cope Private Wealth

Founder

Pat has been providing financial advice to his clients for more than 30 years. He has earned the designation of Certified Financial Planner&trade; practitioner. By being certified by the CFP&reg; Board, Pat has taken the extra step to demonstrate his professionalism by voluntarily submitting to the rigorous CFP&reg; certification process that includes highly demanding education, examination, experience and ethical requirements.

Pat is a graduate of the University of Alabama. Originally from Montgomery, he lives in Mountain Brook with his wife, Jennifer. They have two sons, Bobby and Charlie.

Bobby graduated summa cum laude from the University of Alabama Honors College in May of 2017. He completed a dual degree program, earning a master's degree in Human Environmental Sciences with a concentration in Family Financial Planning and Counseling, as well as a B.S. in Human Environmental Sciences with a concentration in Consumer Sciences. At Alabama, Bobby was a member of Delta Kappa Epsilon social fraternity, as well as many other groups and honor societies on campus.

Bobby was a 2020 recipient of the Rising Stars in Money in the Birmingham Business Journal.

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Cope Private Wealth

About Cope Private Wealth

General Information

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