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 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 is dedicated to providing experienced advisors like Bert with tailored succession plans. 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.
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.
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.
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, retirement planning, estate planning, and more.
Contact us 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 or at info@emvisioncapital.com.