Jonathan operates as an Administrative Assistant with Leavitt Group Private Wealth Management. His role focuses on supporting our advisors and clients by keeping the daily operations running smoothly and making sure all details are handled with care. He manages a mix of administrative tasks, client coordination, scheduling, and document preparation. He is always looking for ways to improve how we work as a team. He is focused on efficiency and loves finding practical solutions that make our processes cleaner, faster, and easier for everyone involved. Whether it’s organizing information, streamlining workflows, or using technology and automation to reduce repetitive tasks, he is always working to make things better behind the scenes. At the end of the day, he is here to help our team stay prepared, professional, and focused on serving our clients well.

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