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
President and Wealth Advisor
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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