Ross Levin
Founder & Shareholder @Accredited Investors Wealth Management®
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WORK HISTORY
Founder & Shareholder @Accredited Investors Wealth Management®
For more than 35 years, Accredited Investors Wealth Management® has integrated detailed financial planning and custom portfolio management to provide clients peace of mind. At Accredited, we work to align your money with your values, empowering you to spend your life wisely. Our team is comprised of professionals with skills and expertise in investing, retirement, legacy, and tax planning. With a shared dedication to asking questions, not simply answering them, we work collaboratively to craft personalized strategies for each client family. To provide continuity, service, and technical guidance, every Accredited client works with a dedicated team, as well as subject matter experts throughout the firm. As a fully independent firm owned by a group of employee shareholders, Accredited’s mission is to improve the individual and collective lives of all we serve: our clients, our colleagues and our community. Spend Your Life Wisely™
EDUCATION
University of Minnesota
BSB, Business Administration and Management, General
ABOUT ROSS LEVIN
For important information and disclosures please visit: accredited.com/disclosures
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