Professional Background of Aidan Banner

 

Aidan is a Paraplanner in Covenant Wealth Advisors' Richmond office, where he works closely with the advisory team to create, update, and follow up on client financial plans. He plays a key role in ensuring that every client receives thoughtful, well-coordinated advice as they plan toward and through retirement.

 

Before joining Covenant in 2024, Aidan spent two years as an Investor Relations Associate at Boyd Watterson Asset Management, LLC in Cleveland, Ohio, where he developed a strong foundation in investment management and client communication.

 

His move to Covenant was driven by a desire to work within a smaller, relationship-focused firm dedicated to delivering an exceptional client experience.

 

What Aidan enjoys most about his work is the people. Whether he's meeting a new client for the first time or catching up with someone the team has worked with for years, he finds real fulfillment in building relationships and helping clients feel confident in their financial future. Aidan has recently begun his CERTIFIED FINANCIAL PLANNER™ studies, further deepening his commitment to the profession.