Brady McGovern
Client Concierge with Covenant Wealth Strategies
- Role
- Client Concierge at Covenant Wealth Strategies
- Location
- Wilmington, DE, US
- LinkedIn followers
- 500 followers
About Brady McGovern
As a Client Concierge of Covenant Wealth Strategies, I strive to provide proactive concierge service to support our clients and mission. Specialties: Account Opening/Servicing, Compliance, Operations, Client and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Third-party posts found on this profile don’t reflect the views of LPL Financial and haven’t been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Client Concierge
Aug 2024 — Present · Wilmington, DE, US
Would your financial advisor be one of your first five phone calls when there is a change in your life – both good and bad? Have you thought about how you will respond to planned or unplanned changes? Our goal at Covenant Wealth Strategies is be on your First Five™ list because we care and because there is always a financial implication. We take a focused and tailored approach to our comprehensive financial planning process that involves understanding your unique financial objectives and designing a strategy that strives to build and preserve your wealth over the course of your lifetime and events. We work diligently for our clients to earn the opportunity to be a First Five™ phone call. We understand that this position is sustained through exceptional service. We consider it a privilege and honor to be a First Five™.Partnering with you allows us to live our purpose-driven mission and to act as a catalyst for your future.Email me at b••••@covenantwealthstrategies.com or call 30••••••55 to learn more.Mission:The team at Covenant Wealth Strategies is a catalyst, striving to build financial security, see dreams fulfilled, and create enduring legacies.Core Values- Integrity - Excellence - Empathy- WisdomValue Proposition: Our goal at Covenant Wealth Strategies is to be your trusted advisor by offering professional knowledge, integrity and personalized service. We believe that starting with a comprehensive financial plan is the cornerstone to success. We are committed to building and maintaining a long-term relationship with you.Services: Financial planning, investment management, retirement planning, estate planning, tax strategies, risk management, saving on and for college etc.
Education
Gettysburg College
Bachelor of Arts - BA
2020 — 2024
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.