Anne B. Covert, CFP®
Financial Advisor
585-263-1100
Fax 866-824-4724
acovert@npfa.com
Anne Covert is a certified financial planner practitioner providing tax and financial planning services to individual clients. Those services include income tax planning and compliance, retirement planning, and estate planning. She is also a member of the Private Clients Group of Nixon Peabody LLP where her focus is on tax matters for individual clients.
Prior to joining Nixon Peabody Financial Advisors, Ms. Covert was an officer in the JPMorgan Chase Trust Department where she worked with high net worth clients. Additionally, she served as the central point of contact for clients with IRA accounts, providing them with required minimum distribution calculations and responding to inquiries regarding death distributions and beneficiary options.
Education
Medaille College, CFP Professional Education Program
State University of New York at Oswego, B.S., Accounting
Admissions
Ms. Covert is a Certified Financial Planner™ Practitioner
Affiliations
Ms. Covert is a member of the Upstate N.Y. Chapter of the Financial Planning Association.
