Matt Covelli Email & Phone Number
Senior Financial Advisor @ Vanguard
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Matt Covelli Location
- Dallas, TX, US
Matt Covelli Work
- 2022 -now Senior Financial Advisor @
- 2020 -2022 Senior Financial Planner @ RGT Wealth Advisors
- 2016 -2020 Financial Planner @ RGT Wealth Advisors
- 2013 -2016 Advisor Support Associate @ Genovese Burford & Brothers Wealth & Retirement Plan Management
- 2012 -2013 Intern @
- 2012 -2012 Intern @
- 2010 -2012 IT Support @ Texas Tech University Law School
Matt Covelli Education
- Texas Tech University
Master's of Science (Personal Financial Planning)
2012-2013 - Texas Tech University
Bachelor's degree (Personal Financial Planning)
2008-2012
Matt Covelli Summary
- Matt Covelli, based in Dallas, TX, US, is currently a Senior Financial Advisor at Vanguard. Matt Covelli brings experience from previous roles at RGT Wealth Advisors, Genovese Burford & Brothers Wealth & Retirement Plan Management and Evensky & Katz. Matt Covelli holds a 2012 - 2013 Master's of Science in Personal Financial Planning @ Texas Tech University. Matt Covelli has 3 emails and 1 mobile phone numbers on RocketReach.
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