Merrill Lynch Financial Advisor Robert Leverte

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Robert Leverte is a financial advisor based in Atlanta, Georgia, affiliated with Merrill Lynch. He offers investment advice and strategies that are tailored to align with clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®), Certified Investment Management Analyst (CIMA), and Certified Plan Fiduciary Advisor (CPFA), Robert brings a wealth of knowledge to his practice. He serves individuals and families looking for personalized financial guidance to help them achieve their financial objectives.

Reviews

Location

Business Information