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Joseph Covey

UBS Financial Services Senior Vice President - Wealth Management

Joseph "Joe" Covey is a Senior Vice President of Wealth Management at UBS Financial Services.45 He is based in Bellevue, Washington and has been recognized for his outstanding performance in the financial advisory field.13

Joe joined UBS in 2012, having previously worked at JP Morgan Private Bank in Seattle for two years, where he served individuals, families, and foundations as a banker.4 His expertise has earned him multiple accolades, including being named to Forbes' Best-In-State Wealth Advisors list for 2024.1

At UBS, Joe specializes in providing wealth management services and financial advice to clients. He holds professional certifications including CEPA (Certified Exit Planning Advisor) and CRPS (Chartered Retirement Plans Specialist), which indicate his expertise in business exit planning and retirement plan services.4

Joe's educational background includes attending Texas Christian University.5 His professional network on LinkedIn shows he has connections within the financial services industry.2

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Joseph Covey
Joseph Covey, photo 1
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Location

Seattle, Washington, United States