420 Main Street,
Covington Wealth Management was founded on Tyler’s desire to help our clients to focus on the things in life that are truly most important to them. The individuals we work with have all been asked what they believe is most valuable in life? What has made the greatest impact on their quality of life? We are greatly appreciative for the answers received to that question. Those that we continue to work with, have all given a very similar answer, their family, their organization, and their life’s work to provide for those that matter most.
In other words, our clients are hard working individuals that live with a purpose and the understanding that relationships are the most valuable thing in our lives’. Our purpose is to help our clients achieve and preserve the level of wealth that allows them to sleep well at night knowing that they are prepared to take care of their families, live the lifestyle desire, & have a process in place that has the flexibility to change as their lives progress and their needs unfold.
To serve this purpose, we have developed and refined The Wealth Alignment & Stewardship Process for successful individuals who want to get the most out of their hard-earned dollar and the ability to spend more time doing the things that are most important to them.
Tyler was raised in nearby Vernon, AL, and attended the Mississippi University for Women on the Hearin Leadership Scholarship before transferring and graduating from the University of Alabama. He began his financial career with AIG Financial Network, before becoming at partner at Mass Mutual. Soon after, Tyler continued building his client base at Raymond James. After 3 years with the firm, Tyler decided to open his own wealth management firm. He enjoys playing golf, hunting, fishing, college football, and on occasion pulls for Mississippi State when they are not playing his Alma Mater.
Tyler currently holds a Series 7, 63, 65, & an Accredited Asset Management Specialist(AAMS) designation and resides in Columbus, MS with his wife Joanna.
Joanna ensures that our clients receive the best possible service. She will book your appointments and is the first person you should call if you have any questions about the financial planning process. She will ensure that the appropriate member of our team responds to your question or concern. Joanna is experienced in working with clients on complex risk management issues such as company and trust owned insurance needs. Joanna is also knowledgeable about state pension programs such as PERS and TRS having been a teacher and TRS member for the past 7 years. She is a graduate of the University of Alabama at Birmingham.
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.