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Brian Coventry

Brian Coventry

Investment Advisor / Wealth Manager

Brian returned to East Texas from Dallas and Austin in December 2007 to focus on the Investment Advisory and Retirement Planning portion of the firm. He previously worked with Avantax and Deutche Bank Alex Brown in Dallas; and NFP Securities in Austin with a background in broker dealer operations and securities compliance; leaving the corporate world as a V.P. of Communications and Training. At Coventry Financial Group Brian focuses on assisting Larry manage client assets; helping their clients achieve a number of financial goals including navigating a successful retirement, college education funding, retirement planning, and wealth transfer. Brian and his wife Jenny live in Lindale. Brian holds FINRA licenses Series 7 - General Securities Representative, Series 63 - Uniform Securities Agent State Law Exam, Series 66 - NASAA-Uniform Combined State Law Exam and an Insurance License.