JAMES A. COVELL I help clients achieve their investment objectives by designing and implementing wealth management plans that best meet their individual needs. I pride myself on building strong, long-term client relationships based on servicing accounts in changing social and economic conditions.
Our Wealth Management approach integrates client objectives into a personalized plan that can be updated as life changes occur. We combine our sophisticated investment planning tools with our professional resources to help match client objectives with customized solutions.
A graduate of SUNY New Paltz, I began my career in financial services in 1983 as a bond broker focusing on fixed income investments. Although I continue to participate in the fixed income market, I now focus on comprehensive wealth management for my clients. I have also held senior management positions at the branch level over the past 14 years allowing me the opportunity to train new financial consultants and have a significant impact on the overall success of the company. I hold the Series 7, 8, 63, and 65 licenses as well as health and life insurance licenses.
I live in Bergen County, NJ with my wife and two children. I am involved with The American Cancer Society and two nonprofit organizations that benefit children in need. I serve as the finance director for a charity called "One to One Learning," where I teach English as a second language to Spanish speaking adults.
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