FJG

About FJG | Staff

Tim Cope

Investment Advisor Representative*

tcope@fjgfinancial.com
  • Broker, with FJG since 1996
  • 28 years experience in the insurance and financial services industries
  • Investment Advisor Representative: Series 7 (General Securities Representative), 63 ( Uniform Securities Agent State Law ), 66 ( Uniform Combined State Law), 6 ( Limited Securities Representative), 22 ( Direct Participation Programs Representative ), 24 ( General Securities Principal ).
  • Certified Vermont CPA Society Continuing Education Provider
  • Past Board Member of United Way, Burlington Rotary, Lake Champlain Chamber of Commerce, VABIR
  • BA, Boston University

Tim Cope knows more than something about staying power. A sports enthusiast, he has not only cycled from Shelburne, VT to Canada's Mont Tremblant, but he's done it four times, tandem biking with his sons. The endurance he honed on those trips works for him in business as well, where he believes in forging relationships that last. "Strong lasting relationships come from a commitment to listening, being honest, and caring."

When he moved to Burlington in 1979, Tim entered the insurance industry and in 1982, founded his own firm, Cope Insurance Agency, Inc. At FJG his concentration is on individuals and businesses, working to meet their Life, Disability, Long Term Care and Investment needs. He focuses on three primary areas:

  • Coordinating the design and implementation of a successful exit for owners from their businesses
  • Developing and implementing benefit plans for businesses and communicating them to employees for business owners
  • Helping individuals design and purchase Life, Disability and Long-Term Care insurance to meet their individual needs

With a business philosophy that permeates his professional relationships, TIm says, " I believe that my role is to listen to and completely understand my client's goals and concerns. I know that it's my responsibility to consider and inform clients about any options that might meet their needs and I strive to do that with unwavering dedication. In my experience, the best solutions are accomplished through cooperative relationships with clients and their other advisors and I am strongly committed to providing excellent service."

An Active public speaker, Tim has been a presenter at the Annual Meetings of both the Vermont CPA Society and Vermont Life Underwriters. He is a published author in Vermont periodicals. Tim is an annual qualifier for the prestigious MDRT & Quality Sales Achievement Awards. " Community service is a family value that Paula and I have taught our children. We believe that we will have a better place to live by giving back to our community. It also feels good to have someone else's life better because of something that I do. I am proud that our family received the "YMCA Character in Action Award in 2004."

Tim and his wife, Paula, have three children Collin, Evan, and Lindsey. In addition to his cycling expeditions, he enjoys travel with his family to anywhere, UVM Catamount games and community service. " Six years ago, my son (age 14) and I decided to take a 5 day, 250 mile, bicycle trip. Having never been on a bicycle trip before, we had a lot to figure out. We had to overcome our fears and do extensive planning. It ended up being the first of four great bike trips with my sons. I understand the goals and fears that my clients have as they face their financial challenge and life changes."

 

 

 

 

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620 Hinesburg Road | PO Box 2343 | South Burlington, VT 05407-2343 | P: 802.865.5000 | F: 802.865.4919

© Fleischer Jacobs Group 2006-2007

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620 Hinesburg Road | PO Box 2343 | South Burlington, VT 05407-2343 | P: 802.865.5000 | F: 802.865.4919

© Fleischer Jacobs Group 2006-2007

 

This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with the residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

 

To ensure compliance with the requirements imposed by the IRS under Circular 230, we inform you that any U.S. Federal tax advice contained in this communication, unless otherwise specifically stated, was not intended or written to be used, and cannot be used, for the purposes of (1) avoiding penalties under the Internal Revenue Code or (2) promoting, marketing, or recommending to another party any matters addressed herein.

 

*Securities and Investment Advisory Services offered through NFP Securities, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor. Fleischer Jacobs Group is an affiliate of NFP Securities, Inc., and a subsidiary of National Financial Partners Corp., the parent company of NFP Securities, Inc.

 

As a subsidiary of National Financial Partners Corp. (“NFP”), we are a member of a financial services network containing approximately 140 owned firms and approximately 185 affiliated firms. Firms within the NFP network engage in one or more of its primary lines of business, which include corporate and executive benefits and property and casualty insurance brokerage. These firms, including ours, are compensated for services provided to clients in each of these lines of business. In addition to the standard fees and commissions received for the services provided to you, we or our affiliates may earn additional compensation for our role in providing certain products and services to you under separate contracts with insurance companies and group benefits providers. Insurance companies and group benefits providers may pay us or our affiliates contingent compensation upon satisfaction of factors such as volume, persistency or profitability of the business placed with such insurance company or group benefits provider. In addition, such product and service providers may pay us or our affiliates fixed amounts related to the support of NFP company conferences, conventions and other marketing efforts.

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