CoverProfile

Jonathan Smith

Wealth Advisor

Kovitz

United States, Wisconsin, Madison

About Me

I am excited and proud to be a part of an organization that not only cares about it's clients, but also the community it serves. As Wealth Advisor at Kovitz, I am committed to working with clients to understand their short and long-term financial planning goals. With a strong emphasis on building relationships, I aim to provide and exceptional level of personalized service for every client. Using a comprehensive view of a client’s financial picture, I work with a team of experienced business partners to find and provide the most appropriate financial solutions to help clients reach their goals.

Profile Information

Wealth Advisor

Kovitz

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Madison

Wisconsin

United States

Feb 12, 2025

More profiles to browse

Profile Photo
David Castro
Principal, Senior Financial Advisor
JS
Jesse Stumpf
Principal, Director - Fixed Income
LS
Lance Sherry
Wealth Advisor
Profile Photo
Jonathan Shapiro
Principal, Founder, Investment Team Member

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
JB
Joy Bunzel
Client Services
Sierra Investment Management
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC