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Cooper F Earle

Advisor at Morgan Stanley — Tuscaloosa, AL

Updated today

Credentials

Series 66

Experience

< 1 year

Location

Tuscaloosa, AL 35406

Morgan Stanley logo

Morgan Stanley

Institution

Total advisors

23,239

Across 1,021 offices

Clients per advisor

114 High

Avg AUM per client

$670,481 High

HNW client ratio

2% Very Low

About

Cooper Earle is a financial advisor at Morgan Stanley in Tuscaloosa, AL, holding a Series 66 designation. He has been with Morgan Stanley since 2024, with prior experience at Cushman and Wakefield and Tooley Oil. His background also includes education roles at the University of Alabama and Jesuit High School. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning that utilizes firm-approved tools and modeling techniques.

Client services

Based on Morgan Stanley

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Asset allocation advice

Expertise

Based on Morgan Stanley

General estate planning guidance

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Fee options

Other

Minimum fee: Maximum fee generally $5,000, up to $20,000 for certain financial plans (effective Q1 2026); fees are negotiable and may be discounted up to 100% Fee-only: Financial planning services fees payable as a one-time lump sum fee upon delivery of the Financial Plan

Location

See office

Tuscaloosa, AL

1470 Northbank Parkway, Suite 280

Tuscaloosa AL 35406

Advisors at this office

27

Most active in

Alabama

Work history

< 1 year of industry experience

Morgan Stanley

2026 - Present • 1 year

Tuscaloosa, AL

Cushman and Wakefield

2025 - 2025 • 1 year

Sacramento, CA

Pi Kappa Phi

2024 - 2025 • 1 year

Tuscaloosa, AL

Morgan Stanley

2024 - 2024 • 1 year

Tuscaloosa, AL

Tooley Oil

2024 - 2024 • 1 year

Sacramento, CA

University of Alabama

2022 - 2026 • 4 years

Tuscaloosa, AL

Jesuit High School

2018 - 2022 • 4 years

Sacramento, CA

California Middle School

2016 - 2018 • 2 years

Sacramento, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Clayton D

Series 65

Northport, AL

364 Investing, LLC

Clayton Dodd is a financial advisor at 364 Investing, LLC with three years of industry experience. He holds a Series 65 designation and also works as a Quality Control Assistant for the Alabama Department of Transportation. Clayton has held positions at Hoar Construction and ALDOT prior to his current advisory role. 364 Investing, LLC provides portfolio management and financial planning services to individuals, high-net-worth clients, and charitable organizations. The firm employs a combination of charting, fundamental and technical analysis, and modern portfolio theory, with a notable focus on options trading and the use of performance-based fees for qualified clients.

Options & derivatives strategies Active portfolio management Executive
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Marion S

Series 65

Tuscaloosa, AL

Canterbury Capital Wealth Management, LLC

Marion Stevens Jr. is a financial advisor at Canterbury Capital Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining Canterbury Capital, he worked for Northwestern Mutual Investment Services, LLC for two years and has a background that includes three years at Easterseals West Alabama and ten years at The University of Alabama. Canterbury Capital Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, providing financial planning, discretionary investment management, and retirement plan consulting. The firm manages approximately $132.1 million in assets across about 305 client relationships and employs a range of investment strategies including mutual funds, ETFs, individual securities, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Tax-loss harvesting
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Bailey V

Series 66

Tuscaloosa, AL

Canterbury Capital Wealth Management, LLC

Bailey Vance is a financial advisor at Canterbury Capital Wealth Management, LLC in Tuscaloosa, AL, holding a Series 66 designation. Vance has been with Canterbury Capital since 2025 and has prior experience at Northwestern Mutual Investment Services LLC and working with Robert Butler. He also has a background that includes time at the University of Alabama and Hoover City Schools. Canterbury Capital Wealth Management advises individuals, trusts, estates, charitable organizations, and business entities, offering financial planning, discretionary investment management, and retirement plan consulting. The firm manages approximately $132.1 million in assets across about 305 client relationships with a focus on diversified portfolios and regular account monitoring.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Tax-loss harvesting
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Jacob H

Series 65

Tuscaloosa, AL

Canterbury Capital Wealth Management, LLC

Jacob Henley is an advisor at Canterbury Capital Wealth Management, LLC in Tuscaloosa, AL. He holds a Series 65 license and has one year of industry experience. Prior to joining Canterbury Capital Wealth Management, he spent five years at the University of Alabama and worked in education at the high school level. Canterbury Capital Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $132.1 million in assets for about 305 client relationships, utilizing a range of investment strategies including mutual funds, ETFs, individual securities, and alternative investments with regular portfolio monitoring and reviews.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Tax-loss harvesting
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Robert B

Series 66

Tuscaloosa, AL

Canterbury Capital Wealth Management, LLC

Robert Butler is a financial advisor with Canterbury Capital Wealth Management, LLC in Tuscaloosa, Alabama, holding a Series 66 license and 16 years of industry experience. Prior to joining Canterbury Capital Wealth Management in 2025, he spent 16 years at Northwestern Mutual in various roles including wealth management and investment services. Outside of his advisory work, Butler is a 33% owner of a non-financial business, Southern Transportation, based in Jacksonville, Mississippi. Canterbury Capital Wealth Management provides financial planning, discretionary investment management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $132.1 million in assets, employing diverse investment strategies that include mutual funds, ETFs, individual securities, alternatives, and proprietary models, with ongoing account monitoring and regular client reviews.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Wealth management Tax-loss harvesting
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Stephen R

Series 63

Tuscaloosa, AL

Financial Economics Consulting Group, Inc.

Stephen Reinhart is a financial advisor with Financial Economics Consulting Group, Inc. in Tuscaloosa, Alabama, holding a Series 63 designation and bringing 34 years of industry experience. He has served as an adjunct professor at the University of Alabama's Culverhouse College of Commerce since 2009. Outside his advisory role, Reinhart is a part-owner of two local companies involved in property management and rental activities. Financial Economics Consulting Group primarily serves individual investors, including both high-net-worth and non-high-net-worth clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm combines a monetarist, top-down economic view with bottom-up fundamental and technical analysis to create customized, balanced portfolios focused on moderate risk.

Wealth management
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