Elizabeth Leventis

I help entrepreneurs and trailblazers find their way to wealth and wellness.

Role
President and Wealth Advisor at Arrow & Bow Wealth Advisors
Location
Charlotte, NC, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Elizabeth Leventis

I offer personalized service combined with a long-term approach and fresh thinking to…

Experience

  1. President and Wealth Advisor

    Arrow & Bow Wealth Advisors

    Aug 2018 — Present · Charlotte, NC, US

Education

  • International Education of Students (IES) - Buenos Aires, Argentina

    Globalization in the Southern Cone (S. America), Spanish/Castellano

    2008 — 2008

  • Wofford College

    BA, Intercultural Studies for Business, Spanish

Skills

  • Long Term Planning
  • Wealth Transfer
  • Budgeting
  • Asset Management
  • Financial Planning
  • Asset Allocation
  • Life Insurance
  • Wealth Management

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Elizabeth Leventis — President and Wealth Advisor at Arrow & Bow Wealth Advisors in Charlotte, NC, US | Unifers