Meet Greg Coverdale

I am a 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.

 

• For over two decades, I’ve helped individuals, families,

businesses, and non-profit organizations achieve their financial

goals. I’m asking you to help me bring my talents to the state

and serve all Delawareans.

• Experienced Financial Planner and Professor of Personal Finance

• Former member of the State Board of Education

• Once elected, I will evaluate the need, crunch the numbers,

account for variables, and create and propose the best plan for

financial success moving forward.

In order to improve our individual finances we must first improve our collective finances. This is the purest role of State Treasurer.

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.

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.