Civic Financial
Jack Winston is a Financial Planning Analyst at Civic Financial since July 2023, specializing in comprehensive financial planning for high-income and high-net-worth clients. Prior to this role, Jack served as a NASM Certified Personal Trainer from June 2020 to May 2023, providing personalized online coaching and maintaining high levels of client communication. Additionally, Jack was the Head Squash Professional at Great Harbor Yacht Club during the summer of 2020, where individual squash lessons and tailored training programs were developed for young clients. Jack holds education credentials from Bowdoin College, Harvard Business School Online, and Belmont Hill School.
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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.