Under the leadership of Managing Partners Lee Vaughan and John Connelly, the team of professionals at COVA deliver comprehensive wealth management services to individual clients with a full spectrum of financial needs. Having worked together for the wealth management division of a multinational bank, Lee and John were eager to establish an independent firm whose open architecture would allow them to counsel their clients with the objectivity, autonomy and flexibility they desired.
Founding COVA in 2012, the team set about building a firm based on the principles of close client relationship, clear communication, and holistic financial counsel. Knowing clients personally and taking into account the complete financial picture when deriving individualized action plans have become hallmarks of the team’s approach to wealth management. Proudly based in Nashville, TN, the professionals at COVA work with clients locally and nationwide.