D Paterson Cope

Small Business Owner in Birmingham, Alabama

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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.

  • Education
    • University of Alabama