Profile
“Now, more than ever, our job is to educate and provide strategies to combat the stress that a lot of people, especially our retirees, feel as a result of these increasingly high rates of inflation”
Lynn Chen-Zhang,
Zhang Financial
Dedicated to providing successful women with financial guidance, Ann Covington co-founded CovingtonAlsina in 2012 with the goal of educating and supporting clients through financial planning.
“Traditionally, women have deferred finances. They may pay the bills, but investments have typically fallen to men,” says founder Covington. “It’s shifting as more women start to take the lead, but some women tend to beat themselves up for not knowing more.”
As part of these efforts, CovingtonAlsina offers:
67 West Street STE 200, Annapolis, MD 21401
410 457 7165
ann@covingtonalsina.com
linkedin.com/in/covingtonalsina
covingtonalsina.com
Ann M. Covington
Founder and Principal
CovingtonAlsina
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Bio
Milestones
Profile
Read on
Special Report
Home
Bio
Milestones
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Special Report
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Bio
Milestones
“I want our employees to know that our goal is to promote from within, and with hard work and determination, they can grow to become the best versions of themselves”
Lynn Chen-Zhang,
Zhang Financial
2003–2006
2012
2021
2023
Present
Obtained her first securities licenses, Series 6 & 63 in 2003 and Series 7 & 65 in 2006
2003–
2006
January 2012: Received her CFP certification
June 2012: Founded CovingtonAlsina
2012
Received CPWA certification
2021
June 2023: CovingtonAlsina was registered with the SEC
Named by AdvisorHub magazine as a Top Solo Advisor to Watch
2023
CEO at Zhang Financial since 1997
Named to Investopedia’s list of the Top 100 Most Influential Financial Advisors
Present
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Women, Wine, and Wisdom: monthly client-focused webinars providing information on topics ranging from Roth IRAs to the S&P 500
Monday Money Report: weekly podcast and blog on recent market occurrences
PursePower: a coaching package to promote financial literacy with educational events, financial coaching emails, and monthly coaching calls to help clients stay on top of their financial goals
“When I work with female clients, I tell them, ‘Knowing what I know is a full-time job.’ I make sure they know that they don’t have to know everything when they come in to see us. Our job is to educate them and teach them.”
Reflecting on key moments in her career, Covington highlights a recent award from the University of Florida. For two consecutive years running, her firm has received the university’s Gator100 honor, recognizing the world’s fastest-growing businesses owned or led by alumni.
With a 50 percent increase in assets under management and a 99 percent client satisfaction rate, Covington is an expert in delivering best-in-class customer service while expanding her business.
“We are fortunate that we receive regular referrals from current clients and within the community. We conduct over 40 educational events a year for current clients and retain them through regular, proactive contact, and providing ongoing financial planning,” she says.
Looking to the future, the co-founder hopes the coming years will bring further expansion.
“We hope to continue with a compounded annual growth rate of 25 percent or more, while continuing to provide the same level of personalized planning and service.”
With over 25 years of industry experience and certifications including CFP and CPWA, Covington regularly stays up to date on finance and market trends to ensure she provides clients with the best possible advice in investments, estate planning, taxes, retirement, and more.
“I am fortunate that I am able to serve the coolest, most awesome people in the world, and make an impact in their lives. Every day is different, fun, and challenging.”
“I believe it all starts with a solid financial plan. Clients understand we are looking at all aspects of their lives, and that we care about their success. When clients choose to work with us on an ongoing basis by having us manage assets, they know we are taking an interest in not just their money, but their family, their goals, and their lives,” adds Covington.
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