LeadIQ logo
Learn more at LeadIQ.com
Civic Financial logo

Civic Financial Employee Directory

Financial ServicesMassachusetts, United States11-50 Employees

Civic Financial is a financial services firm that provides comprehensive financial planning and wealth management for individuals and families. With a multigenerational focus, the team offers tailored guidance and services including insurance and estate planning to support long-term financial goals.

Based in Boston, Massachusetts, Civic Financial serves individuals and families with a full spectrum of planning and wealth management services aimed at sustaining financial wellbeing across generations. The firm emphasizes integrity and expertise in its client engagements as it guides clients through evolving financial decisions. Forbes has named Civic Financial among the top wealth management teams in the country.

Find Civic Financial employees' phone numbers or email addresses

Civic Financial Global Highlights

Location
Employees

North America
186

Minus sign iconPlus sign icon
  • United States Of America
    186

Civic Financial's Leadership

  • Owner at Civic Financial
    A. G.
    Owner
    Mobile Phone
  • Director Of Productivity And Development, Director Of Clr at Civic Financial
    A. S.
    Director Of Productivity And Development, Director Of Clr
    Mobile Phone
  • Director Of Recruitment at Civic Financial
    A. K.
    Director Of Recruitment
    Mobile Phone
  • Wealth Management Advisor And Managing Director at Civic Financial
    C. L.
    Wealth Management Advisor And Managing Director
    Mobile Phone
  • Director Of Operations Associate Director Of Supervision at Civic Financial
    D. P.
    Director Of Operations Associate Director Of Supervision
    Mobile Phone
  • Assistant Director at Civic Financial
    J. H.
    Assistant Director
    Mobile Phone
  • Director Of Financial Planning at Civic Financial
    M. S.
    Director Of Financial Planning
    Mobile Phone
  • Principal - Donaldson Wealth Management At Northwestern Mutual at Civic Financial
    I. D.
    Principal - Donaldson Wealth Management At Northwestern Mutual
    Mobile Phone

Civic Financial Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Community & Social Services
  • Information Technology
  • Other

Contact profiles from Civic Financial

Name
Title
Contact
Location
Last Update
  • Financial Advisor at Civic Financial
    K. R.
    Financial Advisor
    Mobile Phone
    May 25, 2025
  • Associate Private Wealth Advisor at Civic Financial
    M. W.
    Associate Private Wealth Advisor
    Mobile Phone
    Oct 21, 2024
  • Financial Advisor at Civic Financial
    M. B.
    Financial Advisor
    Mobile Phone
    Jul 26, 2024
  • Insurance Agent at Civic Financial
    M. C.
    Insurance Agent
    Mobile Phone
    Feb 24, 2023
  • Insurance Provider at Civic Financial
    P. R.
    Insurance Provider
    Mobile Phone
    Feb 24, 2023
  • Executive Assistant at Civic Financial
    S. S.
    Executive Assistant
    Mobile Phone
    Oct 17, 2024
  • Creative And Enthusiastic Professional at Civic Financial
    S. K.
    Creative And Enthusiastic Professional
    Mobile Phone
    Oct 17, 2024
  • Financial Advisor at Civic Financial
    S. C.
    Financial Advisor
    Mobile Phone
    Oct 22, 2024
  • Financial Advisor at Civic Financial
    T. E.
    Financial Advisor
    Mobile Phone
    Oct 18, 2024
  • Financial Advisor at Civic Financial
    W. S.
    Financial Advisor
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Civic Financial known for?

Minus sign iconPlus sign iconCivic Financial was founded in 2013 and operates in the Financial Services industry. Explore Civic Financial's company overview page for more information.

What is Civic Financial's most common email format?

Minus sign iconPlus sign iconCivic Financial employees' email format typically follows the pattern of First.Last@nm.com. Trying to find reliable and up-to-date employee contact data? Find more Civic Financial email formats with LeadIQ.

How many employees does Civic Financial have currently?

Minus sign iconPlus sign iconCivic Financial has approximately 16 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Civic Financial's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Civic Financial's key employees include:

  • Owner: A. G.
  • Director Of Productivity And Development, Director Of Clr: A. S.
  • Director Of Recruitment: A. K.
  • Wealth Management Advisor And Managing Director: C. L.
  • Director Of Operations Associate Director Of Supervision: D. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.