Levi Sheffield, M.S. Email and Phone Number
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
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Vita ManagerThe University Of Georgia Jan 2022 - Apr 2022Athens, Georgia, United States -
Financial Planning InternElwood & Goetz Wealth Advisory Group Jan 2022 - Apr 2022Athens, Georgia, United States -
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Customer Service AssociateFollett Higher Education Aug 2019 - Dec 2019Athens, Georgia, United StatesResponsibilities Included:-Operating POS system for checking out and returns-answering phones -
Financial Service ProviderUga Aspire Clinic Aug 2021 - Dec 2021Athens, Georgia, United States
Levi Sheffield, M.S. Education Details
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Behavioral Financial Planning/ Financial Therapy -
Wealth Management
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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