Duke Cope is a CFP® professional with 39 years of industry experience, currently serving as an advisor at COPE Private Wealth since 2020. His prior experience includes roles at Private Client Services and Prospera Financial Services. COPE Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, offering tailored portfolio management and estate planning support using third-party software. The firm employs a range of strategies, including asset allocation and technical analysis, with regular account reviews and a focus on tax considerations.

Robert Cope is a CFP® with nine years of industry experience, currently serving as a financial advisor at COPE Private Wealth in Birmingham, AL. He has worked at COPE Private Wealth since 2020 and has prior experience with firms including Willis Johnson & Associates and FSC Securities Corp. COPE Private Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and estate planning support. The firm employs a mix of discretionary and non-discretionary managed accounts with strategies tailored to clients’ risk tolerance and time horizons, and incorporates estate-planning software and artificial intelligence tools in its service approach.