Joseph T. Covill, AIF®, CRPC®

Joseph T. Covill, AIF®, CRPC®

Managing Partner | Accredited Investment Fiduciary®

Joe’s philosophy about financial planning is whole-hearted. He prides himself on helping clients attain their financial dreams and goals while hopefully becoming a valued asset to their family. The greatest part of Joe’s work day is talking to clients one-to-one.

Joe’s role at CT Financial Partners involves not only working with clients but also managing the day to day operations of the office as well as working with other members of the team on research and development of portfolios and financial plans.

In 2018 Forbes Magazine named Joe to its list of “Next Generation Wealth Advisors”*. Over 23,000 advisors in the country were nominated for the award. The list comprises 1,000 advisors in the country with Joe ranked #460. Within the state of Connecticut Joe was ranked #6 overall and was the #1 independent advisor on the list.

While at Ameriprise Financial, Joe won numerous awards for client service, including the 2004 and 2005 President’s Recognition Award for quality of advice, the Family and Financial Security Award, and the 2005 Hartford office Outstanding Advisor Award. Joe was also a 13-time winner of the Northeast Market Group Outstanding Advisor Award. In addition, he is very committed to furthering his knowledge and education in his field and has obtained the designation of Chartered Retirement Planning Counselor™ from the College for Financial Planning.

He also has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies®, the standards-setting body for Fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.

Joe enjoys personal challenges as well as professional. He has found time to train for and complete two marathons and enjoys playing organized softball and basketball. To the dismay of his wife, he also loves the challenge of golf. Joe is a very active person with a proclivity toward healthful living. Joe and his wife have two young daughters who are the light and life of their family. They are the reason he is so adamant about helping clients attain their goals.

 


*The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors(1) recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click [ here] for the full methodology(2) that Forbes developed in partnership with SHOOK Research.

1) This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.

(2) Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings

E-mail