JL Smith | Holistic Wealth Management
Rob LaCivita is an accomplished executive with extensive experience in financial planning, operations, and legal matters. Currently serving as Chief Operating Officer at JL Smith | Wealth & Tax Planning, Rob has previously held leadership roles at DeAnna Property Management, Monument Real Estate Services, Northwestern Mutual, and Davenport Financial, where responsibilities included managing significant asset portfolios, overseeing operational efficiency, and enhancing compliance and customer service. Rob's background includes a solid foundation in law as an attorney specializing in mortgage foreclosure, complemented by degrees in Business Administration and Law from Miami University and Cleveland State University College of Law, respectively.
JL Smith | Holistic Wealth Management
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by providing sound financial information. Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does. Financial planning and investment advisory services are offered through Prosperity Capital Advisors (PCA) an SEC-registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.