Liatriz Levy
President, Old Town Advisors | Investment Consultant
Lia is a president of Old Town Advisors, which was founded in 2022. Previously affiliated with Merrill Lynch and Raymond James, she is excited about her pivot to an independent platform through Concurrent Investments Advisors, LLC. This move will support her mission to foster a secure financial experience for her clients.
Lia is process‐driven, results‐oriented, and understands that a client’s needs transcend the 9 to 5. Her role on the team includes oversight of the administration, investment platforms, planning for each client, as well as practice management for Old Town Advisors. She is a passionate client advocate and will go to great lengths to help her clients find solutions that help secure their financial futures.
A New Mexico resident since 1994, Lia enjoys riding and training her horses and supporting her husband’s Ironman Triathlons. An avid reader and student of life, she often champions the underdog. Lia holds a degree in journalism from the University of Wisconsin‐Madison.
Licensing:
Series 7, 63, 65