Levi Smith Email & Phone Number
Principal | Wealth Advisor @ Cerity Partners
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Levi Smith Location
- United States
Levi Smith Work
- Principal | Wealth Advisor @ (February 2024 - Present)
- Associate | Wealth Advisor @ (December 2022 - February 2024)
- Analyst | Relationship Manager @ (June 2021 - December 2022)
- Client Account Coordinator @ (March 2020 - December 2020)
- Regional Vice President of Sales @ (September 2019 - December 2019)
- Financial Advisor @ (January 2019 - August 2019)
Levi Smith Education
- University of Texas at Tyler 2016-2018
- Northeast Texas Community College 2015-2016
Levi Smith Summary
- Levi Smith, based in United States, is currently a Principal | Wealth Advisor at Cerity Partners. Levi Smith brings experience from previous roles at Goldman Sachs Ayco, Fisher Investments and Holbrook Holdings Inc.. Levi Smith holds a 2016 - 2018 University of Texas at Tyler. Levi Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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