Peter Levinson

About Peter Levinson

Authenticity matters. Details matter. Honesty matters. Volunteering matters. Music matters. Together with my team, The L/A Wealth Management Group we oversee and coordinate the financial affairs of a select group of medical and legal professionals, business owners, corporate executives, families, retirees, and non-profit organizations. Our clients, not the markets, are at the center of our wealth management process. It is important for me to personally connect with every one of my clients in order to truly understand their life priorities, investment personalities and financial situations. My team and I are focused on \"Money with a Purpose\" or simply put, helping clients realize their specific financial objectives. We add value by utilizing our holistic team approach – focusing on what matters most to each of our clients such as a child\'s education, purchasing a new home, family legacy planning, socially responsible investing or preparing for income in retirement. I am quite active in the community, having served on many boards of non-profit organizations including being Board Chair of 24 Foundation and North Carolina Hillel. My passions include cycling, playing golf, playing guitar and, cooking. Connect with me if- You are a physician, attorney, business owner or senior executive looking for professional financial advice and guidance - You are currently retired or nearing retirement and are seeking a customized retirement plan - You would like to be connected to anyone in my network - You have a passion for cycling, golf and/or music

Experience

1. Senior Financial Advisor, Senior Vice President

   Merrill Lynch

   Feb 2008 — Present

   Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.

Education

• University of South Carolina School of Law

  Juris Doctor (J.D.)

  1977 — 1980

• Duke University

  Bachelor's Degree

  1973 — 1977