Adam Levi is a Financial Advisor with Merrill Lynch Wealth Management and advises individuals, families, and small business owners on asset and liability management strategies. Adam has been with Merrill since 2015, and he started his career as a financial advisor in 2012. Adam attended the University of California, Riverside, and graduated summa cum laude with a B.A. in Economics, Adam is a member of Phi Beta Kappa Honor Society, and earned his MBA from UCLA Anderson School of Management. At UCLA, Adam was an Anderson Student Asset Management Fellow and he conducted his capstone research in the field of quantitative finance focused on the US equity market. In addition, Adam Levi is a member of the CFA® Institute and a member of the CFA® Society of Los Angeles.
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I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
