dane cooper,

Financial Advisor

Dane Cooper brings over 12 years of experience in financial services to the Global Wealth team, with a focus of working with corporate executives, attorneys, business owners and athletes.  Prior to Global Wealth, Dane was a financial advisor at Capstone Financial, a sister organization to Global Wealth, where he helped manage and grow the legal team at Capstone to new heights, having been voted “best financial advisory and investment” firm in The Daily Report for 2014 and 2015.  Dane is part of the Global Wealth team in the Atlanta office.

Dane is originally from Athens, Ga., and graduated from the University of Georgia with a degree in business management.  His financial services career began helping clients with personal insurance planning and expanded to comprehensive financial planning in 2010.  Dane is grateful for the opportunity to build long term relationships, and appreciates simplifying the financial lives of his clients and their families.  When away from the office, Dane enjoys trips to the beach to scuba dive, cooking, golf and running.

Dane and his wife Stephanie reside in Birmingham, Al.

 

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THE REST OF OUR TEAM

Our talented team is multicultural and multilingual, to help meet the needs of our global clientele.  We encourage you to learn more about us here, and we look forward to meeting you in person.

Pablo Fernandez
Principal

 

Christa Albright
Partner, Financial Planning and Operations

Alvaro Munoz 
Partner, Business Development

Travis Payne
Partner, Business Development

Crystal Groover
Financial Advisor

Laura J.Rodriguez

Ivan M. Illan
Partner, Investment Management