Levi Smith Email & Phone Number
Principal | Wealth Advisor @ Cerity Partners
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Levi Smith Location
- United States
Levi Smith Work
- 2024 -now Principal | Wealth Advisor @
- 2022 -2024 Associate | Wealth Advisor @
- 2021 -2022 Analyst | Relationship Manager @
- 2020 -2020 Client Account Coordinator @
- 2019 -2019 Regional Vice President of Sales @
- 2019 -2019 Financial Advisor @
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 on RocketReach.
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