Civic Financial Employee Directory

Q: What is Civic Financial known for?

Civic Financial was founded in 2013. Civic Financial operates in the Financial Services industry.

Q: How many employees does Civic Financial have currently?

Civic Financial has approximately 26 employees.

Financial ServicesMassachusetts, United States11-50 Employees

Civic Financial is a multigenerational financial planning and wealth advisory firm dedicated to inspiring financial confidence. Our highly credentialed team provides straightforward, customized advice to help clients reach their financial goals. We deliver tailored solutions for unique circumstances, guiding clients toward long-term success. Recognized by Forbes as one of the top wealth management teams in the country, Civic is proud to serve individuals and families with integrity and expertise.
 
We are uniquely positioned to be a lifelong partner to our multigenerational clients, offering full-service planning, comprehensive wealth management, and specialized insurance and estate planning. We invite you to meet our team and discover how we can support you and your family’s financial journey.

Find Civic Financial employees' phone numbers or email addresses

Civic Financial Global Highlights

North America
219

United States Of America
219

Civic Financial's Leadership

S. D.
Chief Executive Officer
Mobile Phone
Email
N. A.
Chief Operating Officer
Mobile Phone
Email
C. H.
Chief Investment Officer
Mobile Phone
Email
L. O.
Chief Marketing Officer
Mobile Phone
Email
G. P.
President
Mobile Phone
Email
A. G.
Owner
Mobile Phone
Email
C. F.
Partner
Mobile Phone
Email
L. C.
Training And Development Coordinator And Administrative Assistant To The Chief Development Officer
Mobile Phone
Email

Contact profiles from Civic Financial

Name

Title

Contact Info

Location

Last Update

B. S.
Office Manager
Mobile Phone
Email
United StatesWisconsin
Apr 25, 2025
N. R.
Lead Brewer
Mobile Phone
Email
United StatesWisconsin
Jul 30, 2025
B. N.
Principal
Mobile Phone
Email
United StatesMassachusetts
Dec 10, 2025
J. D.
Principal
Mobile Phone
Email
United StatesMassachusetts
Dec 10, 2025
D. H.
Principal Cloud Technologist
Mobile Phone
Email
United StatesConnecticut
Oct 22, 2024
I. D.
Principal - Donaldson Wealth Management At Northwestern Mutual
Mobile Phone
Email
Oct 17, 2024
S. E.
Senior System Administrator Specialist
Mobile Phone
Email
Oct 16, 2024
A. A. E.
Athlete Ambassador
Mobile Phone
Email
United StatesPennsylvania
Dec 17, 2025
P. D.
Private Wealth Advisor
Mobile Phone
Email
United StatesMassachusetts
Dec 10, 2025
S. N. C.
Financial Planning Analyst
Mobile Phone
Email
United StatesMassachusetts
Dec 10, 2025

Frequently Asked Questions

What is Civic Financial known for?

Civic Financial was founded in 2013 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?

Civic Financial employees' email format typically follows the pattern of . 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?

Civic Financial has approximately 26 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Civic Financial's key employees and leadership?

As of December 2025, Civic Financial's key employees include:

Chief Executive Officer: S. D.
Chief Operating Officer: N. A.
Chief Investment Officer: C. H.
Chief Marketing Officer: L. O.
President: G. P.

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