Birmingham AL D. Paterson Cope Bobby Cope Asset Diversification Financial Plan All their income is not just being stored in one place like the bank, but distributed among lots of investments and equities, which allows them financial security through passive income. Having a financial advisor in this case is the safest and most practical way of going about building a diverse portfolio. D. Paterson Cope is the founder of Cope Private Wealth Paterson Cope has been a financial advisor for decades and has worked with some very big names including the Lehman Brothers in New York. He resides in Mountain Brooks, Alabama with his wife, Jennifer Miree Cope and his son, Bobby Cope, who is also a financial advisor at the firm. D. Cope has had success over his career as a financial advisor even earning his title of Certified Financial Planner. Cope has had success over his career as a financial advisor even earning his title of Certified Financial Planner. The first thing a financial advisor would do is to determine assets and allocate them accordingly. They would assess their client's financial goals and take everything into consideration before even beginning the financial plan. How a financial advisor usually goes about this is through international exchange trade funds or ETFs. A good financial advisor will strategically distribute their clients' assets in the domestic and the international markets to have the best yield. D. Contact Us At: https://copepw.com/