wealthtech on deck podcast - Ann Covington

Women & Wealth: How Women Investors Are Reshaping Wealth Management with Ann Covington

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This week, Jack Sharry talks with Ann Covington, Founder & Financial Advisor at CovingtonAlsina. Ann is passionate about helping strong, successful women navigate increasingly complex financial lives. She brings a personal understanding of the challenges women face and the value of thoughtful financial guidance.

Ann talks with Jack about how the rise of women investors is reshaping wealth management. She also discusses the systems and workflows that have helped her scale the firm while delivering a consistent client experience, how tax planning can demonstrate the tangible value of advice, and why brand awareness built through education and community involvement matters more than any other marketing tactic.

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