Will Leven

Role
Private Wealth Manager, Managing Director at Merrill Lynch
Location
Houston, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Will Leven

Managing Director, Private Wealth Advisor, Senior Portfolio Manager Named to Barron\'s…

Experience

  1. Private Wealth Manager, Managing Director

    Merrill Lynch

    Jul 2015 — Present

    The Leven Group works with approximately fifty families, advising on all aspects of the families financial position, including investing as well as tax minimization strategies and estate planning services.*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.

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Will Leven — Private Wealth Manager, Managing Director at Merrill Lynch in Houston, TX, US | Unifers