Levi Smith Location
United States
Levi Smith Work
- 2024 - now Principal | Wealth Advisor @ Cerity Partners
- 2022 - 2024 Associate | Wealth Advisor @ Goldman Sachs Ayco
- 2021 - 2022 Analyst | Relationship Manager @ Goldman Sachs Ayco
- 2020 - 2020 Client Account Coordinator @ Fisher Investments
- 2019 - 2019 Regional Vice President of Sales @ Holbrook Holdings Inc.
- 2019 - 2019 Financial Advisor @ Martin Financial Group
Levi Smith Education
- University of Texas at Tyler2016 - 2018
- Northeast Texas Community College2015 - 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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Top Cerity Partners Employees
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Kevin Hilden
President at Cerity Partners
New York, NY, US35 -
Adam Hills
President - Cerity Partners International at Cerity Partners
Saratoga Springs, NY, US23 -
Thomas Cohn
Chief Solutions Officer at Cerity Partners
New York, NY, US25+ -
Robert Bingham
Co-Founder at Cerity Partners
San Francisco, CA, US25+ -
Art Prostick
Chief Compliance Officer at Cerity Partners
Albany, NY, US22 -
Ashley Guerra
Chief Compliance Officer at Cerity Partners
Pasadena, CA, US22 -
Salvatore Russo
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New York, NY, US25+ -
James Lebenthal
Partner at Cerity Partners
New York, NY, US25+ -
Benjamin Pace
Partner and Chief Economist at Cerity Partners
New York, NY, US24 -
Jack Taylor
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New York, NY, US52
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