Will Leven
- Role
- Private Wealth Manager, Managing Director at Merrill Lynch
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Will Leven
Managing Director, Private Wealth Advisor, Senior Portfolio Manager Named to Barron\'s…
Experience
Private Wealth Manager, Managing Director
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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