Levi Sheffield, M.S.

Levi Sheffield, M.S. Email and Phone Number

Financial Advisor @ Balance Wealth Partners
Duluth, GA, US
Levi Sheffield, M.S.'s Location
Athens, Georgia, United States, United States
About Levi Sheffield, M.S.

I am a graduate student at the University of Georgia pursuing a degree in behavioral finance and financial therapy. I have always been passionate about helping individuals make better financial decisions by taking into account their emotional and financial needs. As I begin my job search, I am looking for a firm that values transparent communication with their clients and is willing to engage in deep conversations about their financial goals and concerns. I firmly believe that a strong client-advisor relationship is crucial for successful financial planning and finding a firm that prioritizes this relationship will be essential for my personal and professional growth in the field

Levi Sheffield, M.S.'s Current Company Details
Balance Wealth Partners

Balance Wealth Partners

View
Financial Advisor
Duluth, GA, US
Levi Sheffield, M.S. Work Experience Details
  • Balance Wealth Partners
    Financial Advisor
    Balance Wealth Partners
    Duluth, Ga, Us
  • Wg Financial Group
    Financial Advisor
    Wg Financial Group Aug 2024 - Oct 2024
    Huntsville, Alabama, United States
  • Wg Financial Group
    Paraplanner
    Wg Financial Group Nov 2023 - Aug 2024
    Huntsville, Alabama, United States
  • The University Of Georgia
    Student Assistant
    The University Of Georgia Jan 2023 - Aug 2023
    Athens, Georgia, United States
  • The University Of Georgia
    Student Financial Counselor
    The University Of Georgia Jan 2023 - May 2023
    Athens, Georgia, United States
  • Planning Zoo
    Independent Contractor
    Planning Zoo Jun 2022 - Aug 2023
  • The University Of Georgia
    Vita Manager
    The University Of Georgia Jan 2022 - Apr 2022
    Athens, Georgia, United States
  • Elwood & Goetz Wealth Advisory Group
    Financial Planning Intern
    Elwood & Goetz Wealth Advisory Group Jan 2022 - Apr 2022
    Athens, Georgia, United States
  • Follett Higher Education
    Customer Service Team Lead
    Follett Higher Education Jan 2020 - Mar 2022
    Athens, Georgia, United States
    Responsibilities include:-Customer relations-Training employees-Store opening and closing-Direct management of employees-Scheduling employees
  • Follett Higher Education
    Customer Service Associate
    Follett Higher Education Aug 2019 - Dec 2019
    Athens, Georgia, United States
    Responsibilities Included:-Operating POS system for checking out and returns-answering phones
  • Uga Aspire Clinic
    Financial Service Provider
    Uga Aspire Clinic Aug 2021 - Dec 2021
    Athens, Georgia, United States

Levi Sheffield, M.S. Education Details

Frequently Asked Questions about Levi Sheffield, M.S.

What company does Levi Sheffield, M.S. work for?

Levi Sheffield, M.S. works for Balance Wealth Partners

What is Levi Sheffield, M.S.'s role at the current company?

Levi Sheffield, M.S.'s current role is Financial Advisor.

What schools did Levi Sheffield, M.S. attend?

Levi Sheffield, M.S. attended The University Of Georgia, The University Of Georgia.

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