Bert Covell recently joined the EmVision Capital Advisors’ team as a wealth advisor.
“Joining the EmVision team was the right move for me because a contingency plan is necessary,” said Bert Covell. “It’s been a rewarding 13 years working for myself and it’s important to me that my clients are taken care of. I feel as though EmVision embraces my clients the same way I have during my career.”
EmVision’s Focus on Relationships Enables Advisors to EmPower Clients
“EmVision has a strong focus on providing a succession plan for experienced advisors that allows them to maintain as much involvement as they would like with clients and plan for their own futures,” said Bert. “The culture here is one that, in my experience, cannot be matched. Even as they’ve grown, the practice maintains its focus on family values, EmPowering clients and giving a warm welcome to each new team member and client.”
EmVision Capital Advisors' commitment to its clients is what sets it apart from other financial services companies. The company is known for its personalized approach to wealth management, putting the client's needs and goals at the forefront of every decision. This focus on relationships and individualized attention is what drew Bert to join the EmVision team.
Skillset and Background
In his new role, Bert will continue to work with his existing clients while mentoring a new advisor to assist with day-to-day activities for a future transition.
“We are thrilled to have Bert join our team,” said Michael Embrescia, wealth advisor, president, and CEO, EmVision. He has a unique background, local community ties, and a strong commitment to clients that aligns with EmVision’s values and our process — to EmBrace clients and EmPower them to achieve financial security today while planning for their futures.”
Bert brings more than 30 years of experience and 110 clients to the EmVision team. He began his career in 1985 with Prudential. He spent 20 years with Prudential and left to start his own company that was designed to serve mostly local clients in Madison, Perry, Thompson, and even some in Tennessee and South Carolina.
Prior to working in the financial industry, Covell owned his own landscaping company. Today, when he is not busy working in the finance world, he enjoys gardening, playing guitar, exercising, playing racquetball, making wine, traveling with his wife, and spending time with his adult children.
Questions?
If you are looking for financial security and a plan for the future, contact us to learn more about our investor services including:
James Artale, is a financial advisor located at EmVision Capital Advisors, 251 W. Garfield Rd. Suite 155 Aurora, OH 44202. He offers securities and advisory services as an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. He can be reached at (330) 954-3770 or at info@emvisioncapital.com.
(330) 954-3770
info@emvisioncapital.com
251 W. Garfield Rd. Suite 155 Aurora · OH · 44202
