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Ann C
CFP®, Series 63, Series 65
Jacksonville, FL
CovingtonAlsina
Ann Covington is a CFP® with 22 years of experience in financial advising. She is a principal of CovingtonAlsina, a Jacksonville-based advisory firm, and has previously worked at Great Valley Advisor Group and LPL Financial. Outside of advising, she operates The Annapolis Cotillion, LLC, which offers dance and etiquette lessons. CovingtonAlsina serves individuals, high-net-worth clients, and pension or profit-sharing plans, providing discretionary portfolio management, financial planning, and pension consulting. The firm employs fundamental analysis and modern portfolio theory, offers tailored Investment Policy Statements, and provides in-house tax preparation services through a CPA.
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