Levar Williams Email & Phone Number

I am a strategic, analytical, self-motivated investment consultant/financial advisor offering expertise in wealth management, advisor support, investment analysis, and client service, driving the importance of financial literacy and economic empowerment for economic mobility, confidently making important decisions, and operating under pressure to provide investors with the best tailored financial advice. Innovative, organized business partner, concise communicator, life-long learner, and problem-solving project manager with strong time management skills who is known for building and maintaining positive, productive relationships with internal and external partners at all levels to identify investment goals, formulate investment strategies, issue client documents, and meet deadlines. A collaborative, dynamic, natural leader, productive contributor, and initiative-taker with demonstrated successes in coaching and directing cross-functional teams to monitor investment markets and client portfolios, manage risk, and make adjustments to investment strategies, keeping clients informed at all times.Core Competencies: Relationship Building | Training | Sales | Onboarding | Communication – Verbal / Written | Conflict Resolution | Best Practices | Continuous Process Improvements | Budgeting | Forecasting | Reporting | Coaching | Research | Documentation | ESG and Impact Investing

Listed skills include Financial Strategy, Financial Freedom, Financial Goals, Insurance, and 1 others.