Broker Check
Robert LaCivita

Robert LaCivita

Chief Operating Officer

Robert LaCivita is the Chief Operating Officer at JL Smith Holistic Wealth Management, where he plays a pivotal role in guiding clients through comprehensive financial planning, tax planning, retirement, and estate planning, while also focusing on business growth. His approach is holistic and client-centered, aimed at increasing income, optimizing tax strategies, and ensuring the protection and growth of assets.

In addition to being a veteran operations executive with a successful track record in both the financial services and real estate industries, Rob holds a Juris Doctor from Cleveland State University College of Law and earned his undergraduate degree in finance from Miami University. He emphasizes the importance of clarity, confidence, and education in financial planning, aiming to empower clients with the knowledge and tools necessary for a secure financial future.

Rob is a lifelong resident of Northeast Ohio and has made his home in Avon for over 15 years. He loves spending time with his wife Maureen, daughter Maria, and son Michael. Together they enjoy traveling and participating in sporting activities."