Profile
First Name
Ann
Last Name
Covington
Professions
Financial Advisor / Wealth Management
Industry
Finance
Chapter
B2B Annapolis, MD
Member Role
B2B Member
Member Bio
Ann Covington is a graduate of The Fisher School of Accounting at The University of Florida. After a 17-year career in the automotive industry advising automobile manufacturers and dealership owners, Ann made the switch to financial services with the birth of her first daughter. As a woman who has spent her career in male-dominated industries while raising children and managing a household, Ann has a passion for providing advice to other strong, successful women. She believes that our financial lives have become incredibly complex, and that everyone can benefit from professional advice, support and encouragement.
Ann currently serves as the Chairman for the Board of Trustees of Historic Annapolis, and as a member of the University of Florida Alumni Association Board of Directors. Past board service includes serving as Chair of the Finance Council for St. Mary’s Church, Vice-President of The Annapolis Opera, and Treasurer of The Summit School. When she’s not in the office, Ann enjoys spending time with her two daughters, hiking, and visiting museums.
Ann holds both the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® designations, as well as her life and health insurance licenses and the Chartered Life Underwriter™ designation.
Ann currently serves as the Chairman for the Board of Trustees of Historic Annapolis, and as a member of the University of Florida Alumni Association Board of Directors. Past board service includes serving as Chair of the Finance Council for St. Mary’s Church, Vice-President of The Annapolis Opera, and Treasurer of The Summit School. When she’s not in the office, Ann enjoys spending time with her two daughters, hiking, and visiting museums.
Ann holds both the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® designations, as well as her life and health insurance licenses and the Chartered Life Underwriter™ designation.
Contact Details
Company Details
Company Name
CovingtonAlsina
Job Title
Founder
Street:
67 West Street Suite 200
City:
Annapolis
State:
Maryland
Zip code:
21401
About Us
CovingtonAlsina is an award-winning financial planning firm with offices in Annapolis, Maryland and Jacksonville, Florida. Founded in 2012 with a mission to provide guidance and support to strong, successful women, the firm has expanded its scope to encompass clients of all genders and stages of life. CovingtonAlsina has five Certified Financial Planner professionals, as well as a CPA, on staff. From its weekly podcast to its YouTube channel, to hosting over 70 educational events a year, the firm is dedicated to increasing financial literacy for everyone from 8 to 80.
*CovingtonAlsina is a registered investment advisor.
*CovingtonAlsina is a registered investment advisor.
Services Provided
Financial Planning
Business Liquidity Planning
Investment Management
Business Liquidity Planning
Investment Management
Ideal Customers
A business owner up to five years out from selling their business.
Employee Count of Clients
1-19
Revenue Size of Clients
$1M-$15M