LIATRIZ LEVY
President, Old Town Advisors Investment Consultant, RJFS

Lia is a president of Old Town Advisors, which was founded in 2022. Prior to Old Town Advisors, Lia was affiliated with Merrill Lynch. She is excited about her pivot to an independent platform and looks forward to introducing clients to a firm whose sole mission is to foster an independent and innovative financial experience. She is process-driven and results-oriented and understands that a client’s financial needs transcend the 9 to 5.

A New Mexico resident since 1994, Lia has resided in 10 different U.S. states and 14 months in the Philippines, where Lia's mother was born and raised. The frequent changes in her life instilled a quick adaptability and sense of urgency to provide solid solutions to her clients, many of whom have complex needs and interests. Her clients have often heard her say that she wants their experience with her team to be “better and different.” This fueled her desire to align with a firm whose ethics and values mirror her own, and whose support and services – as well as costs to her clients – reflect some of the absolute best and unbiased resources available.

Helping people organize their financial lives may seem a far cry from being voted “most likely to die at the end of a whale harpoon, wrapped in a Green Peace Flag,” but Lia brings that same passion to advocate her clients’ financial well-being. Lia holds a degree in journalism from the University of Wisconsin-Madison.

LICENSING:

  • Series 7, 63, 65