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Steven L

CFP®, ChFC®, Series 63, Series 65

Franklin, TN

Cooper McManus

Steven Lathrop is a financial advisor at Cooper McManus in Franklin, TN, with 38 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Cambridge Investment Research Advisors and Mariner Wealth Advisors. In addition to his advisory role, he is also engaged as an independent insurance broker. Cooper McManus serves individuals, trusts, corporations, and employer retirement plans by offering financial planning, discretionary portfolio management, and retirement-plan consulting. The firm employs a fundamentally driven investment process that includes a variety of securities and model asset-allocation portfolios to tailor strategies to client objectives.

Options & derivatives strategies Wealth management
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