Management Team

Sean L. Covi , Vice President, Advanced Planning & Insurance Services

Sean L. Covi, Vice President, Advanced Planning

Sean Covi began his career in Financial Services in 1995.  He is currently a strategic liaison for individuals and organizations who need specialized Non-Profit Fundraising, Protection Planning and Tax Mitigation results. He works both with Trilogy Financial Services and independent organizations to train and support their Fundraising, Protection Planning and Tax Mitigation efforts.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

Securities and investment advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC, and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements.  In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Trilogy Financial Services, Inc., and NPC are separate and unrelated entities.   NPC Privacy Policy