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David Biggs, MBA, CFP®

Partner, COVA Wealth Management

Financial Advisor, RJFS

david@covawealth.com

With more than 15 years of wealth management service experience, David decided to join his former colleagues John, Lee, and Jim at COVA Wealth Management in August of 2015. Specializing in retirement income needs and multi-generational wealth succession planning, he helps clients properly structure income in retirement and efficiently pass on wealth to heirs or philanthropic organizations.   A deep understanding of what’s important to clients both financially and personally is the centerpiece for David’s practice.

 

Prior to joining the COVA Wealth Management, David was a Vice President and Financial Advisor for Merrill Lynch in Jackson and Nashville Tennessee. Most recently, he served as a Senior Vice President and Wealth Advisor at Regions Private Wealth Management. In 2009, he obtained the CERTIFIED FINANCIAL PLANNER™ certification, held by only 1 out of 5 advisors nationally.

 

David and his son Jack live in Franklin, Tennessee. In his spare time, David enjoys outdoor activities such as boating, hunting, and coaching youth baseball.   The Biggs family are rabid sports fans and enjoy attending local pro sporting events, and even admit to being Titans fans.

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registeredCFP Logo in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

Check the background of this investment professional on FINRA’s BrokerCheck

 

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