919-851-8200 ext. 223
Levi is one of our Client Service Associates. He joined our team in January 2022 following his internship with us. Levi is a direct point of contact for our clients, assisting with all steps of the financial planning process and onboarding new clients to our wealth management model.
He graduated from North Carolina State University in 2021, where he received a Bachelor of Science in Business Administration with a concentration in Finance. He is also a Alpha Sigma Phi Alumni.
Levi grew up in Concord, NC. He enjoys basketball, hiking, and board games.