Family. Wealth. For Generations.

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

mountain climbers

Joseph "Joe" Covey, CEPA, CRPS

Senior Vice President–Wealth Management

Financial Advisor

Joe joined UBS in 2012 from J.P. Morgan Private Bank in Seattle where he worked as a banker for 2 years serving individuals, families and foundations. Prior to his role in Seattle, Joe was an investment specialist for J.P. Morgan in Dallas, TX, for 6 years. He began his career with Pennaluna in Coeur d'Alene, Idaho in 2002. Joe received his BA in Finance from Texas Christian University and holds his MBA in Financial Services, as well as, the Series 7 and 66 securities licenses. Joe is a native of Spokane, WA and lives in the Seattle area with his wife, son and daughter. He enjoys hiking, fishing, the outdoors and being an active member in his local church community. CA Insurance Number 0M31073

Registered States:
  • AK
  • AR
  • AZ
  • CA
  • CO
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • ME
  • MI
  • MN
  • MO
  • MT
  • NC
  • ND
  • NE
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • TN
  • TX
  • VA
  • WA
  • WI

Recognized as an industry leader:

  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes America’s Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2019The Forbes rating is compiled by Shook Research and awarded annually between June and September based on information from a 12 month period ending in March of the award year.
  • Forbes Best-in-State Wealth Advisors, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • BA in Finance, Texas Christian University
  • MBA in Financial Services, Texas A & M University - Commerce

Credentials

  • Certified Exit Planning Advisor
  • Chartered Retirement Plans Specialist
  • Portfolio Manager

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Long-term care planning
Estate planning strategies
Exit planning
Business succession
Investing
Alternative investments
Lending services
925 Fourth Avenue
31st and 32nd Floors
Seattle, WA 98104
  • (206) 689-3121

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Connecting you to the deep resources of UBS

By seeing the big picture, we provide access to the global platforms and the financial and intellectual strengths of UBS’s experts in Wealth Management, Asset Management and our Private and Investment Banks.

Estate planning strategies

Estate planning strategies

Advice for business owners

Advice for business owners

A team approach

A team approach

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Backed by the strength of UBS

A global leader in wealth management

$5+ trillion

In invested assets globally 
As of 11/07/2023

Global leader

UBS is a world-leading wealth manager

More than 150 years

offering financial advice

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