AeroLeads people directory · profile
Conrad Levesque, Cfp, Cpa, Bpc Email & Phone Number
Founder, Advisor
at
DELVR Wealth
1 work email found
@audits.ga.gov
1 phone found area 770
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder, Advisor
Location
Atlanta Metropolitan Area, United States
Company size
Who is Conrad Levesque, Cfp, Cpa, Bpc? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Conrad Levesque, Cfp, Cpa, Bpc is listed as Founder, Advisor at DELVR Wealth, a with 2 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows a work email signal at audits.ga.gov, phone signal with area code 770, and a matched LinkedIn profile for Conrad Levesque, Cfp, Cpa, Bpc.
Conrad Levesque, Cfp, Cpa, Bpc previously worked as Lead Wealth and Tax Advisor at Alison Wealth Management and President at Levesque & Associates, Inc.. Conrad Levesque, Cfp, Cpa, Bpc holds Bachelor Of Business Administration, Management from Kennesaw State University.
Company email context
Email format at DELVR Wealth
This section adds company-level context without repeating Conrad Levesque, Cfp, Cpa, Bpc's masked contact details.
*@audits.ga.gov
68% confidence
AeroLeads found 1 current-domain work email signal for Conrad Levesque, Cfp, Cpa, Bpc. Compare company email patterns before reaching out.
Profile bio
About Conrad Levesque, Cfp, Cpa, Bpc
WHO AM I? A passionate wealth advisory professional dedicated to helping my clients reach their personal and professional goals. HOW CAN I HELP? I take a consultative and forward-facing approach to each client, methodically evaluating every individual’s unique objectives and risk tolerances. Want to save for retirement while decreasing tax liability in the present? Starting a business and looking for advice on structure, financing, and more? Nearing retirement and want to close or sell your business? Maybe you desire to pass the business along to your children or grandchildren? I can educate you on the available options and assist in navigating the steps to realize the desired result. WHO CAN I HELP? I passionately serve any client I can. However, I specialize in: - Closely-held business owners and investors - Dynastic families - Pre-retirees - Non-profits - Business succession planning
Listed skills include Acl, Peoplesoft, Tax Wise, Intuit Proseries Tax, and 24 others.
Current workplace
Conrad Levesque, Cfp, Cpa, Bpc's current company
Company context helps verify the profile and gives searchers a useful next step.
Delvr Wealth
10 roles
Conrad Levesque, Cfp, Cpa, Bpc work experience
A career timeline built from the work history available for this profile.
Lead Wealth And Tax Advisor
Current
Aug 2023 - Present
President
CurrentFinancial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.
Dec 2016 - Present
Financial Advisor
May 2020 - Jan 2022
Financial Advisor
Active Financial Group
Oct 2017 - Apr 2020
Senior Information Security Analyst
May 2014 - Dec 2016
Senior It Auditor
Feb 2013 - May 2014
It Auditor
Ga Department Of Audits And Accounts
Jul 2010 - May 2014
Lead Tax Preparer/Office Manager
Lmh Tax Service
Jan 2004 - Feb 2012
Project Manager
Peacock Farm, Inc
May 2007 - Dec 2008
2 education records
Conrad Levesque, Cfp, Cpa, Bpc education
Bachelor Of Business Administration, Management
Bachelor Of Science (B.S.), Accounting
FAQ
Frequently asked questions about Conrad Levesque, Cfp, Cpa, Bpc
Quick answers generated from the profile data available on this page.
What company does Conrad Levesque, Cfp, Cpa, Bpc work for?
Conrad Levesque, Cfp, Cpa, Bpc works for DELVR Wealth.
What is Conrad Levesque, Cfp, Cpa, Bpc's role at DELVR Wealth?
Conrad Levesque, Cfp, Cpa, Bpc is listed as Founder, Advisor at DELVR Wealth.
What is Conrad Levesque, Cfp, Cpa, Bpc's email address?
AeroLeads has found 1 work email signal at @audits.ga.gov for Conrad Levesque, Cfp, Cpa, Bpc at DELVR Wealth.
What is Conrad Levesque, Cfp, Cpa, Bpc's phone number?
AeroLeads has found 1 phone signal(s) with area code 770 for Conrad Levesque, Cfp, Cpa, Bpc at DELVR Wealth.
Where is Conrad Levesque, Cfp, Cpa, Bpc based?
Conrad Levesque, Cfp, Cpa, Bpc is based in Atlanta Metropolitan Area, United States while working with DELVR Wealth.
What companies has Conrad Levesque, Cfp, Cpa, Bpc worked for?
Conrad Levesque, Cfp, Cpa, Bpc has worked for Delvr Wealth, Alison Wealth Management, Levesque & Associates, Inc., Southport Capital, and Active Financial Group.
Who are Conrad Levesque, Cfp, Cpa, Bpc's colleagues at DELVR Wealth?
Conrad Levesque, Cfp, Cpa, Bpc's colleagues at DELVR Wealth include Brittany Newsome.
How can I contact Conrad Levesque, Cfp, Cpa, Bpc?
You can use AeroLeads to view verified contact signals for Conrad Levesque, Cfp, Cpa, Bpc at DELVR Wealth, including work email, phone, and LinkedIn data when available.
What schools did Conrad Levesque, Cfp, Cpa, Bpc attend?
Conrad Levesque, Cfp, Cpa, Bpc holds Bachelor Of Business Administration, Management from Kennesaw State University.
What skills is Conrad Levesque, Cfp, Cpa, Bpc known for?
Conrad Levesque, Cfp, Cpa, Bpc is listed with skills including Acl, Peoplesoft, Tax Wise, Intuit Proseries Tax, Groupwise, Caseware, Quickbooks, and Peachtree.
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