David Covert Email & Phone Number
President, Covert Wealth Management Group, LLC @ Covert Wealth Management Group, LLC
David Covert's Location
Indianapolis, IN, US
David Covert's Work
- President, Covert Wealth Management Group, LLC @ Covert Wealth Management Group, LLC
- Senior Vice President @ Raymond James
- Deputy Chief of Staff Officer for Reserve Intelligence Area Midwest - Commander @ US Navy
- Office of Naval Intelligence Operations Officer @ US Navy
- Vice President @ Merrill Lynch
- Intelligence Analyst supporting Battle Group Certification and JTF EX Intel Trainer @ US Navy
- USS Enterprise CVN 65 - Supplementary Plot Officer @ US Navy
- Counter Drug Analyst and Echo Team Leader @ US Navy
- Attack Squadron 52 Radar Targeting Intelligence Officer and Division Officer @ US Navy
- Aviation Officer Candidate School and Intelligence Training School @ US Navy
David Covert's Education
- Ball State University
Bachelor of Science.
1980 - 1986
David Covert's Skills
- Retirement Planning
- Retirement
- Estate Planning
- Fixed Annuities
- Mutual Funds
- IRAs
- Financial Advisory
- 401k
- Long Term Care Insurance
- Wealth
David Covert's Summary
David Covert, based in Indianapolis, IN, US, is currently a President, Covert Wealth Management Group, LLC at Covert Wealth Management Group, LLC, bringing experience from previous roles at Raymond James, US Navy and Merrill Lynch. David Covert holds a 1980 - 1986 Bachelor of Science. @ Ball State University. With a robust skill set that includes Retirement Planning, Retirement, Estate Planning, Fixed Annuities, Mutual Funds and more, David Covert contributes valuable insights to the industry. David Covert has 1 email and 1 mobile phone number on RocketReach.
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