Broker Check
William Levine

William Levine

Wealth Manager

William M. Levine believes wholeheartedly in the importance of financial planning in people’s lives. Whether starting a family, transitioning into a new career, or seeking to explore retirement options, financial planning helps families have a clear road map to help protect their financial experiences. As the son of a well-respected doctor, Will learned how rewarding it is to help others. He finds that financial planning is a dream job because it allows him to work in a field that he loves while making a positive and meaningful impact on other people’s lives.

“It’s much easier to get where you’re trying to go when you can see the road ahead of you”, says Will. “As this is true with most aspects of life, it is especially true with our financial futures, those who plan fare far better than those who don’t.” Will looks at a mix of financial planning, asset allocation and guidance as a solution to creating a clear picture for clients to better succeed in meeting their financial goals.

Will is a graduate of the University of Colorado at Boulder. He is a candidate for the CERTIFIED FINANCIAL PLANNER™ designation and has completed the education requirement from the College for Financial Planning at Metropolitan State University of Denver. He holds the FINRA Series 7 license (General Securities Representative), Series 63 (Uniform Securities Agent State Law Examination), and Series 65 (Uniform Investment Adviser Law Examination).

Will lives in Lakewood with his wife, a new baby and a golden retriever. In his free time, he enjoys hiking Colorado’s great outdoors, skiing in the mountains, and attending concerts at Red Rocks & Fiddler’s Green.