Who is Elise Levy?

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I was born and raised in Reno, NV. After graduating from the University of Nevada, Reno with a degree in Biology, I began a career in Marketing and Graphic Design. Through working in the marketing field for over five years, I realized my passion expanded beyond that industry. I decided to further my business education at the University of Nevada, Reno in their Masters Business Administration Program, graduating and receiving my MBA in the Spring of 2022.

Proud

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It is from this experience that I realized my passion lies in finance and helping people pursue their financial goals. I made the exciting decision to join my father’s Reno-based practice, Legacy Wealth Planning, as a Financial Advisor, and was fully licensed after passing the SIE, Series 7, and Series 66 in the Fall of 2021. I also received my Accredited Wealth Management Advisor designation the following spring. I am so appreciative that I get to use my business and marketing backgrounds every day to help grow our business and, in turn, help our clientele pursue their financial goals.

Responsibilities

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

Hobbies

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When I am not working, I am with my husband, Ben and our rescue dog, Gabe. We love spending time enjoying the beautiful outdoors our Sierras offers, skiing, mountain biking and golfing.  

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