--- title: "Bert Covell Joins EmVision: A Model for Successful Advisor Succession Planning" description: Bert Covell joins EmVision, highlighting successful advisor succession planning. image: https://blog.emvisioncapital.com/hubfs/Bert%20Covell%20Blog%20Post%20Image.png --- Menu [Investor 360 Client Portal](https://signon.advisor360.com/as/authorization.oauth2?response_type=code&access_token_manager_id=jwt&AuthParam=SQL&client_id=Investor360&pfidpadapterid=i360Idpadapterid&isI360=true&redirect_uri=https://www.investor360.com/Login/login&state=null) [** ](https://www.facebook.com/EmVisionCapitalAdvisors/) [** ](https://www.linkedin.com/company/emvision-capital-advisors/) [** ](mailto:info@emvisioncapital.com) [ (330) 954-3770 ](tel:3309543770) # [![EmVision Capital Advisors](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers.svg "EmVision Capital Advisors")](https://emvisioncapital.com/) # Bert Covell Joins EmVision: A Model for Successful Advisor Succession Planning * Published by James Artale * Bert Covell’s recent decision to join EmVision Capital Advisors as a wealth advisor marks a significant step in his career, emphasizing the importance of strategic [succession planning](https://advisors.emvisioncapital.com/) for advisors nearing retirement. "After 13 rewarding years of independent practice, I chose EmVision because they understand the importance of a well-structured contingency plan," said Bert Covell. "I’m confident that EmVision will continue to support my clients with the same dedication that I have throughout my career." ## **EmVision’s Commitment to Seamless Advisor Transitions** EmVision is dedicated to providing experienced advisors like Bert with tailored [succession plans](https://advisors.emvisioncapital.com/). These plans ensure that advisors can remain involved with their clients as much as they wish while preparing for their future. "The culture at EmVision is unmatched, maintaining a family-oriented approach even as we grow," Bert added. "This environment not only welcomes new team members warmly but also ensures that every client feels valued." This commitment to personalized service and deep relationships is what drew Bert to EmVision, aligning with his own values and approach to client management. ## **Skillset and Expertise** In his role at EmVision, Bert will continue to serve his existing clients and mentor a new advisor who will assist with daily activities, facilitating a smooth transition for his clients. "We are excited to welcome Bert to our team," said Michael Embrescia, President and CEO, EmVision. "His extensive experience, community ties, and client-focused ethos fit perfectly with EmVision’s philosophy of embracing and empowering clients to secure their financial futures." Bert brings over 30 years of experience and a robust client base to the team. He started his career with Prudential in 1985, eventually founding his own company to cater to local clients. His background also includes running a landscaping business, enriching his diverse professional experience. [Learn more about Bert Covell.](https://emvisioncapital.com/our-team/) ## **Outside the Office** When not engaged in finance, Bert enjoys gardening, playing guitar, exercising, playing racquetball, making wine, and traveling with his wife. He also cherishes time spent with his adult children. ## **Explore Transition Opportunities with EmVision** For advisors looking into their retirement options or seeking to ensure their clients are well taken care of, EmVision offers comprehensive support. Our services include [wealth management](https://emvisioncapital.com/wealth-management/), [retirement planning](https://emvisioncapital.com/retirement-planning/), [estate planning](https://emvisioncapital.com/estate-planning/), and more. [Contact us](https://advisors.emvisioncapital.com/contact) to discover how we can help you plan for a secure and fulfilling future.   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](tel:3309543770) or at [info@emvisioncapital.com](mailto:info@emvisioncapital.com).   #### SHARE [**](https://www.facebook.com/sharer/sharer.php?u=https://blog.emvisioncapital.com/vault/commitment-to-clients-leads-bert-covell-to-join-the-emvision-team-0&src=sdkpreparse) #### EmVisionblog ## welcome [![Dennis Spontarelli Joins EmVision](https://blog.emvisioncapital.com/hubfs/Dennis%20Spontarelli%20Knowledge%20Vault%20Blog.png) ###### EmVision's Dedicated Support for Advisor Succession: Ensuring Your Legacy Continues EmVision Capital Advisors stands out in the financial management landscape not just for its growth but for its commitment to supporting both new and seasoned advisors. This is epitomized by our recent collaboration with Dennis Spontarelli, a... ![EmvisionCapital](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers-1.svg) ](https://blog.emvisioncapital.com/vault/emvisions-dedicated-support-for-advisor-succession-ensuring-your-legacy-continues) [![EmVision Succession Planning Insights Featured in Crain's](https://blog.emvisioncapital.com/hubfs/Crains%20Blog%20Image.jpg) ###### EmVision Succession Planning Insights Featured in Crain's We’re excited to share that our Founder and CEO, Michael Embrescia, recently published an article in Crain’s Cleveland Business titled, “A Practical Guide for Wealth Adviser Succession Planning.” This feature highlights a proven approach to ... ![EmvisionCapital](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers-1.svg) ](https://blog.emvisioncapital.com/vault/emvision-succession-planning-insights-featured-in-crains) [![Jim Zidd Joins EmVision](https://blog.emvisioncapital.com/hubfs/Jim%20Zidd%20Blog%20Post.png) ###### Jim Zidd Joins EmVision: Enhancing Advisor Succession Planning with Comprehensive Benefits Expertise Jim Zidd's recent addition to the EmVision Capital Advisors team as a Wealth Advisor is part of our strategic initiative to enhance the support and services we offer to advisors planning their retirement transitions. "After extensive discussions... ![EmvisionCapital](https://blog.emvisioncapital.com/hubfs/raw_assets/public/EmVisionCapitalAdvisors_August2022/images/36-layers-1.svg) ](https://blog.emvisioncapital.com/vault/jim-zidd-joins-emvision-enhancing-advisor-succession-planning-with-comprehensive-benefits-expertise) [![Icon_feather-phone](https://blog.emvisioncapital.com/hubfs/Icon_feather-phone.svg) (330) 954-3770 ](tel:3309543770) [![Mail](https://blog.emvisioncapital.com/hubfs/Icon_material-mail-outline.svg) info@emvisioncapital.com ](mailto:info@emvisioncapital.com) ![Location](https://blog.emvisioncapital.com/hubfs/Icon_material-place.svg) 251 W. Garfield Rd. ​Suite 155 Aurora · OH · 44202 ![Location](https://blog.emvisioncapital.com/hubfs/Icon_material-place.svg) 1954 Hubbard Rd. Madison · OH · 44057 ## Contact us [![Brokercheck_Logo](https://blog.emvisioncapital.com/hs-fs/hubfs/Imported%20sitepage%20images/Brokercheck_Logo.png?width=119&name=Brokercheck_Logo.png "Brokercheck_Logo")](https://content.commonwealth.com/repsitecontent/Form-CRS-Online.pdf) [![riskalyze_0](https://blog.emvisioncapital.com/hs-fs/hubfs/Imported%20sitepage%20images/riskalyze_0.png?width=86&name=riskalyze_0.png "riskalyze_0")](https://brokercheck.finra.org/?ref=forexcuratorcom%20%20) [![investor360-logo](https://blog.emvisioncapital.com/hs-fs/hubfs/Imported%20sitepage%20images/investor360-logo.png?width=119&name=investor360-logo.png "investor360-logo")](https://emvisioncapital.com/riskalyze-web/) ###### [Form CRS: Client Relationship Summary](https://content.commonwealth.com/repsitecontent/Form-CRS-Online.pdf) Securities and advisory services offered through Commonwealth Financial Network®, member [FINRA](http://www.finra.org/)/[SIPC](http://www.sipc.org/), a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®. This communication is strictly intended for individuals residing in the states of OH, AZ, CA, CO, DC, FL, LA, MD, MI, MS, NM, OR, PA, SC, SD, TX, VA, AL, HI. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html. Copyright © 2022 EmVision Capital Advisors. 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