Bradley T. Covey

CFP®, Sr. Wealth Advisor, Partner

Biography

Brad Covey is a CERTIFIED FINANCIAL PLANNER™ at Avidian Wealth Solutions.  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 Avidian Wealth Solutions 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 Avidian Wealth Solutions in 2018, Brad spent 17 years as a Private Client Advisor with JP Morgan Chase.  He has been married to his wife Lorraine for 22 years and they have 16-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.

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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 Avidian Wealth Solutions team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

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