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Civic Financial jobs and careers

Boston, United States

About Civic Financial

Civic Financial a multigenerational financial planning and wealth advisory firm committed to optimizing financial future for high net worth and high-income individuals and their families. Our highly credentialed team offers straightforward, customized advice to help our clients achieve their financial goals with confidence. We focus on delivering tailored solutions for unique circumstances, putting clients on a path to long-term success. Civic has been recognized by Forbes as one of the top wealth management teams in the country. We are uniquely positioned to be a lifelong partner to our multigenerational clients in full-service planning, wealth management, and in specialized insurance and estate planning. We encourage you to meet our team and to learn how we can serve you and your community.

Employees
11 to 50
Headquarters
Boston

Leadership

The top of Civic Financial's org chart, with how many people report into each leader.

SDPhoto of Scott Desantis

Scott Desantis

Partner & CEO

22 reports

ESPhoto of Evan Schutzman

Evan Schutzman

Director Of Advanced Planning

6 reports

CHPhoto of Chris Hughes

Chris Hughes

Director Of Investments

2 reports

AFPhoto of Alissa Felice

Alissa Felice

Director Of Operations

2 reports

LOPhoto of Lauren Overzet

Lauren Overzet

Chief Of Staff

1 report

CHPhoto of Connor Hall

Connor Hall

Partner & Wealth Advisor: CFP®, ChFC®, RICP®, AEP®, CAP®

1 report

JDPhoto of Janine Dipaolo

Janine Dipaolo

Executive Assistant

ARPhoto of Ann Roberts

Ann Roberts

Director Of Client Services

SFPhoto of Shannon Fadden

Shannon Fadden

Director Of Client Relations

Jobs at Civic Financial

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