D. Paterson and Jennifer Miree Cope
(From facebook.com)
D. Paterson Cope heads a wealth-management firm that bears his name and is located on Cahaba Road, just off Highway 280 and near Colonial Brookwood Village. Quite a few wealthy Over-the-Mountain types apparently trust D. Paterson Cope Wealth Management with their money.
Should Jennifer Miree Cope, the money man's wife and mother of his two sons, trust him? Publicly available records from AM indicate the answer is no.
How does D. Paterson Cope Wealth Management help the rich get richer? He's a certified financial planner, by golly -- and he goes to church, tool! From the firm's Web site:
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.
Here is more about Cope from his Facebook page:
D. Paterson Cope is a CFP and has had a great career as a financial consultant. His primarily focus has 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.
That's some interesting information highlighted in yellow. Cope made his rep mainly from working for Morgan Keegan and Raymond James before striking out on his own in 2015. And get this: He has made enough to live in a house that probably would sell for close to $1 million, and yet he's only served 45 families -- with a goal of reaching 60 families, and that's the cut-off point.
I'm guessing D. Paterson Cope is a millionaire, maybe several times over, and he did it by handling the money for only 45 families. Who knew you could do that? I sure didn't. Something tells me Mr. Cope is highly selective about who he represents. I'm guessing Mrs. Schnauzer and I would not qualify. (In fact, Cope probably would take one look at our financial statements and spew water across the room; he might also break into an hours-long laughing fit.) I'm guessing most of our readers wouldn't qualify for Mr. Cope's services either.
Here is more professional and personal info about our financial hero, from Facebook:
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.
Hmm, let's see: He loves to spend time with his family? The AM records suggest he's trying to spend time with a member of someone else's family. He loves to read about politics? Maybe he favors a certain political party. As a big-time financial planner who focuses on Birmingham's uber wealthy, I can't imagine which party that would be. And he's an avid sports fan? Is trolling for tail on Ashley Madison considered a sport now?
Here is the Facebook page for Jennifer Miree Cope, filled with family pictures and such. I'm guessing she has no idea about the "sports" her hubby engages in when he isn't trying to find new tax shelters for Mountain Brook elites.
We sought comment from D. Paterson Cope for this post, but he has not responded to our queries.
Previously:
Article with links to 1-20 in Ashley Madison series
(21) Craig Oliver, attorney, Springfield, MO (1/24/17)
(22) Craig Lowell, attorney, Wiggins Childs, Birmingham (1/26/17)
(23) Thomas Mancuso, tax attorney, Montgomery, AL (2/16/17)
(24) Nicholas Arciniegas, attorney, Washington, D.C. (2/21/17)
(25) Griffin McGahey, vice president, High Cotton USA, Birmingham (3/16/17)
(26) Matthew Couch, attorney, Cabaniss Johnson, Birmingham (3/23/17)
(27) Dr. Keron Vickers, chiropractor, Birmingham (4/4/17)
