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.
Jonathan Smith
Wealth Advisor
Kovitz
United States, Wisconsin, Madison
About Me
Profile Information
Wealth Advisor
Kovitz
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Madison
Wisconsin
United States
Feb 12, 2025
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