Lexi Kovitz
Associate Wealth Advisor at Kovitz
Based in Chicago, United States
7-day free trial · no credit card
Seniority
Staff
Department
Finance & Accounting
Location
Chicago
Industry
Financial Services
Company size
89
Contact information
Reveal Lexi's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
l•••••••@kovitz.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Lexi Kovitz
I am a Financial Planning Associate at JMG Financial Group, Ltd. In that role I provide technical support to the financial advisors, work with the financial advisors to help clients achieve their personal financial goals and objectives. My primary duties include preparing personal financial statements, schedules, tax projections, and various reports by collecting, analyzing, and summarizing information for clients. JMG is a wealth management firm whose principal office location is in Downers Grove, Illinois.
Decision-makers
Other people at Kovitz
- JEManager
John E. Roessler
Senior Financial Planner · Finance & Accounting
- TBStaff
Tyler Bartley
Compliance Associate · Finance & Accounting
- MPManager
Makenzie Parent
Accounting Manager · Finance & Accounting
- MWStaff
Michael Williams
Content Coordinator · Writing/Editing
- WLDirector
William Lee
Director Institutional Sales · Sales & Business Development
Build a list of verified contacts at Kovitz
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Lexi
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime