Mark Levy

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Raised in Long Island, New York, I headed west for my undergraduate education in Spokane, Washington. I became a Registered Representative in 1985 with Birr Wilson Securities. In 1988 the Birr Wilson office was purchased by Kemper Securities, where I enjoyed recognition as a member of the Kemper Executive Council and Chairman’s Circle of Excellence. In 1994, I joined RBC Dain Rauscher as a Vice President and Financial Consultant. The most exciting event in my career occurred when I became Managing Partner of our new advisory firm, Legacy Wealth Planning, which we opened here in Reno in March 2006.

Diversification and quality investments along with my 25 years experience and a commitment to excellent service serve our clients well. My assistant, Rosemary Cowen, and I have worked as partners for 20 years and we chose LPL Financial to act as our broker/dealer. We believe LPL Financial is one of the best at what they do, and now we at Legacy Wealth Planning have the opportunity to be the best at servicing our clients’ investment needs and goals.

Residing in the Reno area since 1980, I live with my wife, Mary and our two children, Bridgitte and Elise. We are an active family. Mary is the Executive Director of the Mountainview Montessori school here in Reno and the children are each involved in their schools and sport activities. I have taught numerous investment classes in the community and I recently held a leadership position in the YMCA Father/Daughter program. My interests include golfing, reading and hiking.

Bridgitte, Mark, Elise and Mary Levy