- Lexington, KY
- Direct Line: 859.425.7786
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Diana Covell
Wealth Advisor, Financial Planning Specialist
Professional Experience
Diana has been a financial professional for over 20 years. Over half of that being in wealth management, where she has been part of smaller independent firms, as well as a large multinational firm. Diana has worked with a variety of clientele, managing their investments and developing comprehensive plans to help them reach their goals. Additionally, Diana has served in managerial roles. She has prior experience as a financial analyst and commercial lender. She and her family currently own a 107-acre farm where they breed and show beef cattle. These experiences have culminated into a broader financial and business acumen for Diana.
Diana joined the Dean Dorton Private Wealth team in 2023. She works with clients to help them build, protect, and pass their wealth. She also directs the operational structure for the wealth team. Diana has a focus in financial planning, and previously managed a financial planning department at an independent firm. She has enjoyed training and mentoring young professionals.
Certifications
- Series 66 License
- Surgent’s Comprehensive Tax Course Certification
Community Involvement
- Diana volunteers on Dean Dorton’s Day of Service. She is also involved in cattle organizations in the state of Kentucky.
Education
- Master of Science in Animal Science, Kansas State University, Manhattan, KS
- Bachelor of Science in Agricultural Economics, Kansas State University, Manhattan, KS