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Diana Lynn Covell

Dean Dorton Wealth Management, LLC

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About Diana Lynn Covell

Diana Lynn Covell is a financial advisor with Dean Dorton Wealth Management, LLC. Diana has been in the industry since 2013 and is registered to provide investment advice in Indiana, Kentucky, North Carolina, and Ohio. Diana has a diverse background in financial services, having previously worked with other firms such as Morgan Stanley, HD Vest Investment Services, and PNC Investments. Diana also owns a part of a family farm, Covell Cattle, and is committed to providing personalized financial guidance to her clients.

Firm Information

Diana Covell is currently registered with Dean Dorton Wealth Management, LLC. Dean Dorton Wealth Management, LLC is an investment advisor registered with the SEC. The firm offers a range of advisory services, including financial planning, pension consulting, and portfolio management for individuals and businesses. They have approximately $36,454,466 in regulatory assets under management and serve a total of 72 accounts. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth, with 11 and 16 clients respectively.

$36.45M

Assets Under Management

4

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retainer services - financial advice

Retainer services - financial advice

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Retainer fees

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Diana Covell’s Registration & Firm History

KY

08/30/2024 - Present

Dean Dorton Wealth Management, LLC (LEXINGTON KY)

IN

07/23/2018 - 08/04/2023

CFD INVESTMENTS, INC. (KOKOMO IN)

KY

12/27/2016 - 06/14/2018

HD VEST INVESTMENT SERVICES (Harrodsburg KY)

MD

07/05/2016 - 09/14/2016

PNC INVESTMENTS (POTOMAC MD)

MD

01/01/2013 - 07/15/2016

MORGAN STANLEY (ROCKVILLE MD)

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Licenses & Designations

BOTH

Issued 01/22/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Diana Lynn Covell.
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