Hi! I’m Greg Coverdale, Personal Financial Counselor to Delaware-based members of our US Armed Services as well as individuals looking to make strategic investments, establish solid household budgets, and provide a secure foundation for themselves and their families.

Since the year 2000, I have worked in financial services with Morgan Stanley, TD Ameritrade and Merrill Lynch, educating and guiding people to make strategic financial decisions. In 2020, I was honored to be named the Personal Financial Counselor for members of the Delaware National Guard. I am pleased to serve all members of our armed forces and am honored to be considered one of their trusted advisors.

I share with my clients a wealth of financial options from budgeting for today to investments and insurance opportunities for tomorrow. As a strategic planner and money manager, I’m most effective when I’m collaborating with my clients while building long-term relationships because we’re in this together. Our common interest is your stable financial future.

Areas of Expertise:

- Certified Financial Planner®

- Investments

- Insurance

- Residential real estate/construction

- Household budgeting

- Financial Management

- Client collaboration

 302-505-4650 or PFC.DE.NG@Zeiders.com

Background:

I earned my Masters in Business Administration from Delaware State University and more recently four certifications from the Wharton School of the University of Pennsylvania in Business Foundations, Entrepreneurship, Financial Technologies, and Finance and Accounting. In addition, I earned a certificate from the Kennedy School at Harvard University in US Government.  I served on the DE State Board of Education and the National Association of State Boards of Education.