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Elise Levy | Legacy Wealth Planning Legacy Wealth Planning

Elise Levy

Associate Advisor

775-850-2500
elise.levy@lwpreno.com

Who is Elise Levy?


Elise was born and raised in Reno, NV. After graduating from the University of Nevada she began a career in Marketing and Graphic Design. As a Creative Director for over five years, she realized her passion expanded beyond Marketing. She decided to further her education by pursuing her MBA at the University of Nevada, Reno and will be graduating in the Spring. It is from this experience that she realized her dream passion lies in finance and helping people achieve their goals. She made the exciting decision to join her father’s Reno-based practice, Legacy Wealth Planning, as an Associate Advisor, where she wants to use her business and marketing backgrounds to help grow the business and, in turn, help her clientele meet their financial goals.

Proud


Elise prides herself on working with clients and in making sure Legacy’s service stays consistent and trustworthy. She knows it’s about taking care of every one of the clients and helping them find the right solution to their financial situation. It’s a privilege to work in such a professional, friendly environment. Legacy Wealth Planning provides a very high level of service and cultivates long-term relationships with each client.

Responsibilities


Elise provides support for Legacy by assisting clients in reaching their financial goals.

Hobbies


When she’s not working, Elise loves to be outdoors skiing, mountain biking, and golfing.