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

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