GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
Brett Covert
Brett is a Partner | Wealth Advisor in our Charlotte, NC, office. He has worked in the wealth management industry since 2008, catering to high net worth and ultra-high net worth families across the U.S. and has a current focus on serving healthcare...
ABOUT BRETT
Brett is a Partner | Wealth Advisor in our Charlotte, NC, office. He has worked in the wealth management industry since 2008, catering to high net worth and ultra-high net worth families across the U.S. and has a current focus on serving healthcare professionals.
Brett has been invited by the CFP Board on multiple occasions to create exam test questions as well as audit exams, and he is a co-author of Building Your Wealth Inside Corporate America: Financial Strategies for Today’s Executive. Brett holds a Juris Doctor from the West Virginia University College of Law and became a CERTIFIED FINANCIAL PLANNER™ professional in 2010.
Brett and his wife, Michele, have two children and live in Waxhaw, NC.