Since 2017, Levi has been helping investors like you through the process of pursuing their financial goals so they can focus on the most important things in life.
With the insight and industry knowledge that come with over six years in the business, Levi strives to provide his clients the information they need to choose the most suitable investment products and services for their specific financial needs including retirement planning, estate planning, wealth management and more.
Levi is originally from Tipton, Indiana. He is a graduate of IUPUI and the Indiana University Robert H. McKinney School of Law where he earned a Bachelor’s Degree as well as his Juris Doctorate. He and his wife Morgan reside in Carmel and have been married for seven years. They have two children, Owen and Annie. In his free time, Levi devotes a great deal of time to the sport of long-distance running and is typically in the midst of a training cycle for an upcoming marathon. He also regularly enjoys vacationing to the 30A area of the Florida Panhandle with his family and friends.
Raymond James does not provide legal services. Please discuss these matters with the appropriate professional.