Brad Covey is a CERTIFIED FINANCIAL PLANNER™ at STA Wealth Management.  A CFP® with over 20-years’ experience, his clients include high net worth families, business owners, and corporate executives.  Brad’s clients rely on him to create, implement and monitor comprehensive, in-depth financial plans that address Estate Planning, Tax Planning, Risk Management, Investment Management, and Retirement Planning.

To accomplish this task, Brad adeptly leverages the intellectual capital offered by the STA Wealth Management Family Office environment.  His clients all receive carefully coordinated, strategic, and tactical access to an in-house team of credentialed Financial Planners, Attorneys, Tax Professionals, Investments Analysts, and Insurance Professionals who are equally passionate about working together to address all aspects of the client’s financial well-being.

Prior to joining STA Wealth Management, Brad spent 17 years as a Private Client Advisor with JP Morgan Chase.  He has been married to his wife Lorraine for 20 years and they have 14-year old twin daughters. He is a member of the Knight of Columbus, regularly serves in the St. Michaels Parish as an Altar Server and Eucharistic Minister and has coached youth sports teams for 15 seasons.