David Cove, CFP
Hello
David Cove, CFP
Planner
About Me
David has been in the financial services industry since 1996 and acquired the CFP® designation in 2006. Before joining A Special Needs Plan David held several leadership positions in the financial planning field including Regional Vice President of a fortune 100 financial services company and Managing Partner of a financial planning firm. He is driven by his desire to impact people’s lives by helping them gain clarity on their goals and remaining alongside them as they work to achieve them.

David is married to his wife Caroline, and together have a daughter. They live in Holly Springs, a small town just outside of Raleigh, NC. He has personal experience raising a child who has special needs along with the challenges and blessing that come along with that. His personal experience helps him bring a level of understanding and compassion to the planning process.

David graduated with distinction from the University of North Carolina at Chapel Hill with a Bachelor of Science in Business Administration and a concentration in finance. In 2008 and 2009 he was recognized as one of “America’s Top Financial Planners” by Consumer Research Council of America.

David is driven by a deep desire to help families who are responsible for the lifetime care of a family member with special needs.

 

David Cove is a Registered Representative of and offers securities, investment advisory and financial planning services through MML Investors Services LLC.  Member SIPC (www.sipc.org). Supervisory Office: 4350 Congress St., Suite 300, Charlotte, NC 28209   704-557-9600. A  Special Needs Plan is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.