Diana Covell Email & Phone Number

Lexington, Ky, Us

Lexington, Kentucky, United States

My focus is to provide sound and strategic guidance designed to give my clients confidence in achieving their financial objectives. My approach to wealth management is comprehensive. I walk with clients through a structured process that starts with a financial plan that covers areas such as asset management, retirement, charitable gifting, tax sensitive strategies, cost management and more. I then provide implementation and ongoing advice. I have worked with a variety of clients, including families, business owners, trusts, and institutions.Working with the firm's experienced CPAs, we can offer well-thought-out strategies and solutions to align you with your goals and financial scenario.

Harrodsburg, Ky

A family owned and operated cattle operation specializing in quality Angus cattle to show in competitions and breeding.

I was responsible for the administration and performance of the planning department. I served as a change agent to advance work quality, operating efficiency and infrastructure while driving the firm's initiative to increase adoption of formal financial planning to further assist its clients. I provided guidance to financial advisors about wealth and practice management concepts. I also hired, mentor, train, and manage department staff.

Harrodsburg, Ky

A family-owned and operated company offering accounting management services to help small businesses. I helped establish the company from the ground up. I represented company at community and networking events, and asssited with client record keeping and reporting.

Rockville, Md

I served high-net worth families in the Washington, D.C. metro area to build, preserve, pass, and manage their wealth. I successfully worked with them from beginning to end including financial planning, investment selection and implementation, account reviews, and education for on-going servicing and relationship retention/expansion. I effected a comprehensive approach to wealth management including asset management, retirement planning, estate planning, risk management, charitable gifting strategies, tax sensitive strategies, and liability management. I often worked with a variety of partners including my client's attorneys and CPAs as well as industry wholesalers and internal corporate partners.I was a change agent by creating and implementing practice management strategies/structures that successfully bettered client service, created efficiencies that freed capacity that ultimately resulted in improved client service and business growth.

Master'S Of Science, Animal Sciences

Activities and Societies: Women’s Rugby Team (2004)Emphasis on International Trade and Animal Welfare

Bachelors Of Science, Agricultural Economics

Activities and Societies: KSU Marketing Team (2000), Washington DC Capital Area Alumni Club Scholarship (1997-2001), Alpha Gamma Rho.