Nathan Cope bio image
Nathan W. Cope, AIF® Financial Advisor

Nathan began his career in the securities industry in 2012. In 2019, he earned the Accredited Investment Fiduciary® Designation, which empowers him with advanced fiduciary knowledge and tools to help serve in his clients’ best interests. Nathan focuses on assisting individuals, families, businesses, trusts and foundations with strategic financial planning. Then thereafter, developing an investment approach and discipline to help meet these stated short and long term goals.

As a firm believer in consistent investment education, Nathan provides ongoing insight to clients. Which as a result, he believes this education this will instill confidence in clients when making financial decisions.

Nathan earned his Bachelor’s Degree in Finance from The University of Akron, College of Business Administration. He spent his final year of college as an intern for DiLauro Financial Services – which in 2015 merged with MWT Investment Group to create The Wealth Advisory Group of DiLauro Wracher & Thomas. He maintains a Series 7 and Series 66 license, as well as Life, Variable, Accident and Health Insurance licenses.

Nathan is a former collegiate athlete at The University of Akron. In his spare time he enjoys going to football, basketball and baseball games, as well as staying in shape through various physical activities. The Howland, Ohio native is an avid traveler and now resides in Lakewood, Ohio.