With nearly 20 years in the financial services industry at Merrill Lynch Wealth Management, LeVar has guided clients in many areas of their financial lives.
He focuses on offering a comprehensive approach to Wealth Management that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. LeVar provides access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. As a caring financial professional, LeVar is driven by his passion for delivering excellent service and helping clients pursue their goals.
Today, he continues to provide investment and retirement planning, cash management, insurance analysis, educational planning and business lending services.
LeVar received a MBA from The NYU Stern School of Business (with a triple concentration in Global Business, Marketing and Finance). He earned a Bachelors degree in Finance with a minor in Economics from the College of Mt. St. Vincent. LeVar is a CERTIFIED FINANCIAL PLANNER® professional and holds the Chartered Retirement Planning CounselorTM designation. In his spare time, LeVar is an avid traveler and has been to several countries and visited 5 continents! LeVar is a member of Free Arts NYC and lives in White Plains, NY.
*Lending Services are through Bank of America, N.A.
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.
