Corient
Brett Covert, J.D., CFP®, CEPA®, serves as a Partner and Wealth Advisor at Corient since March 2018, contributing to one of the largest integrated fee-only registered investment advisors in the United States. With a robust background in wealth management, Brett previously held positions as a Wealth Advisor at Wells Fargo Private Bank from 2013 to 2017 and at BB&T Wealth from 2011 to 2013, focusing on affluent clients' wealth building and preservation. Earlier roles at Wells Fargo included Wealth Planning Strategist and Wealth Planner, where Brett developed comprehensive financial plans and facilitated financial opportunities for high-net-worth individuals. Notable accolades include a #2 ranking in the Wealth Advisor "Rookie of the Year" Award and contributions as an Author/Editor for BB&T Wealth's quarterly magazine. Brett holds a Doctor of Law degree from West Virginia University College of Law and a Bachelor of Science in Economics and International Business from West Virginia Wesleyan College.
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