MARK LEVY
Managing Partner
I take pride in Legacy's independence and our enduring relationships with clients. I firmly believe in the strength of LPL Financial as one of the top financial services companies, ensuring that Legacy Wealth Planning continues to offer exceptional investment opportunities to our clients.
My journey in the securities industry began in 1986, and I employ asset allocation tools and a detailed questionnaire process when meeting prospective clients to tailor investments appropriately. Once we've designed an investment plan, I create individual portfolios and maintain constant monitoring. "The world and our clients' lives are ever-changing, and regular client contact is crucial to our process."
My passion for education extends to teaching numerous investment classes. Alongside this, I find joy in golfing, reading across various literary genres, and hiking.
Outside of work, I cherish my family life. My wife Mary serves as the Executive Director of the Mountain View Montessori School in Reno. Bridgitte, our eldest, now directs the Mountain View Montessori Toddler Community, while Elise, works alongside me at Legacy Wealth Planning. For more insights, don't forget to check out my monthly newsletters.
Check out my monthly newsletters.