Will Leven, Cfa

Will Leven, Cfa Email and Phone Number

Private Wealth Advisor, Managing Director @ Merrill Private Wealth Management
Houston, TX, US
Will Leven, Cfa's Location
Houston, Texas, United States, United States
Will Leven, Cfa's Contact Details

Will Leven, Cfa work email

Will Leven, Cfa personal email

n/a

Will Leven, Cfa phone numbers

About Will Leven, Cfa

Managing Director, Private Wealth Manager, Senior Portfolio Manager Named to Barron's "Top 1,200 Financial Advisors" list March 2024. For the 7th consecutive year (Published annually in February-March. Rankings based on data as of September 30 of prior year). *CFA® and Chartered Financial Analyst® are registered trademarks by CFA Institute. *A Senior Portfolio Manager can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. A Senior Portfolio Manager may make their strategies available to clients working with other Merrill Advisors.

Will Leven, Cfa's Current Company Details
Merrill Private Wealth Management

Merrill Private Wealth Management

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Private Wealth Advisor, Managing Director
Houston, TX, US
Website:
ml.com
Employees:
34842
Company phone:
+1-800-637-7455
Will Leven, Cfa Work Experience Details
  • Merrill Private Wealth Management
    Private Wealth Advisor, Managing Director
    Merrill Private Wealth Management
    Houston, Tx, Us
    View
  • Merrill Private Wealth Management
    Private Wealth Manager, Managing Director
    Merrill Private Wealth Management Jul 2015 - Present
    New York, Ny, Us
    The Leven Group works with approximately fifty families, advising on all aspects of the families financial position, including investing as well as tax minimization strategies and estate planning services. *Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.
    View

Will Leven, Cfa Education Details

  • Northwestern University
    Northwestern University
    Mba
  • Rice University
    Rice University
    Bachelor'S Degree

Frequently Asked Questions about Will Leven, Cfa

What company does Will Leven, Cfa work for?

Will Leven, Cfa works for Merrill Private Wealth Management

What is Will Leven, Cfa's role at the current company?

Will Leven, Cfa's current role is Private Wealth Advisor, Managing Director.

What is Will Leven, Cfa's email address?

Will Leven, Cfa's email address is wi****@****ubs.com

What is Will Leven, Cfa's direct phone number?

Will Leven, Cfa's direct phone number is +171335*****

What schools did Will Leven, Cfa attend?

Will Leven, Cfa attended Northwestern University, Rice University.

What are some of Will Leven, Cfa's interests?

Will Leven, Cfa has interest in Children.

Who are Will Leven, Cfa's colleagues?

Will Leven, Cfa's colleagues are Brendan Haggard, Crpc™, Aams™, Barry Epperson, Michael Sexton, Cfp®, Cpfa™, Crpc™, Shivalingam Vanaraj J P, Mary Jane Sullivan, David Casalena, Cima®, Kevin Byungho Kim.

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