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Mark Levy | Legacy Wealth Planning Legacy Wealth Planning

Mark Levy

Managing Partner


Who is Mark Levy?

Mark loves education, and has taught numerous investment classes. He also enjoys putting on the green, reading many different genres of literature, and hiking.


Mark is proud of Legacy’s independence and its long term relationships with clients. He believes LPL Financial is one of the best financial services companies and that Legacy Wealth Planning will only continue to provide great investment opportunities for their clients.


Mark has been working in the securities industry since 1986. He employs asset allocation tools and a questionnaire process when he meets with prospective clients to determine an appropriate investment for each case. After an investment design is decided, he creates individual portfolios and monitors them on a constant basis. “The world is always changing as well as our client’s lives and frequent client contact is an important ingredient in our process.”

Life Pride /Accomplishments

He’s married with two children, Bridgitte and Elise. Mary, his wife, is the Executive Director of the Mountain View Montessori School in Reno. Bridgitte his eldest, is now the Director of the new Mountain View Montessori Toddler Community, opening in the fall of 2017. Elise, his youngest, has graduated with a BS in Biology and has her first post-college job with the Great Basin Outdoor School as a Naturalist. Want to know more? Check out my monthly newsletters.

Meet With Mark