As the Director of Financial Planning for Pettinelli Financial Partners, Cooper Grady is responsible for the management and growth of the financial planning team with a focus on providing comprehensive support for the firm’s financial advisors as well as ensuring exceptional client relationship management and service. Cooper will also provide coaching to the team and oversee excellence in planning processes and the technology used by the team and advisors.
Cooper received his Bachelor of Science in Finance from Eastern Illinois University and went on to earn many of the financial services industry’s most respected designations, including CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant, Chartered Life Underwriter, Registered Social Security Analyst, and Behavioral Financial Advisor.
In addition to his educational achievements, Cooper has extensive experience in wealth management working with several financial advisory firms in South Carolina and most recently for Marathon Financial Group in Boston, MA. He is a leader in helping firms and advisors develop and improve financial planning processes, customizing detailed personal financial plans for clients, and supporting financial advisors in their growth and development of new business and long-term client relationships.
Born and bred among the corn and bean fields of Central Illinois, Cooper believes education and hard work are keys to success in life. “You don’t have to know everything or every answer, but you need to be able to find those answers quickly, accurately and transparently.” He has been an advocate for the Special Olympics for many years and donates blood regularly. Cooper and his wife enjoy traveling and exploring as much as possible.