Mark Levy

Mark Levy's Economic Update - February 2012

Raised in Long Island, New York, I headed west for my undergraduate education at Whitworth College 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 financial services 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 while Bridgitte attends college in Spokane, Washington. Elise is a high school student that is busy with golf and leadership. I have always found that education is one of the best means to grow an understanding of investing and I have taught numerous investment classes in the community. Some of my leisure activities include golfing, reading and hiking.

Mark and his daughters Bridgitte and Elise