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An experienced Financial Advisor with over 20-years experience, Mr. Covey is a graduate of the University of South Florida with a Bachelor’s Degree in Finance, and earned his CERTIFIED FINANCIAL PLANNERS™ designation in 2004. High net worth families, business owners and corporate executives rely on Mr. Covey for comprehensive, in-depth financial plans that address every aspect of their short-term, long-term, and legacy based financial goals and objectives.
For his clients, Mr. Covey adeptly leverages the intellectual capital offered by the STA Wealth Management Family Office environment. Mr. Covey’s 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 their financial well-being.
Prior to joining STA Wealth Management, Mr. Covey spent 17 years as a Personal Financial Advisor with JP Morgan Chase. Mr. Covey has been married to his wife Lorraine for 18 years and they have 13-year old twin daughters, Emerson and Olivia. 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 girls parish sports teams for 15 seasons. The family enjoys spending time outdoors, traveling, and doing volunteer work in the community.Back
Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!