Joseph Levi

Joseph C. Levi, CFP®
Wealth Advisor Truist Bank

401 Commerce St

4th Floor,

Nashville, TN 37219-2405

About me

Background

I am a Managing Director and a Senior Wealth Advisor with Truist Wealth in the Nashville, TN office offering clients more than 20 years of comprehensive wealth management experience. My team approach brings together specialists in investments, trusts, business succession, financial planning, credit, risk management, and estate strategies. 

I lead with advice and strategies with your needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists, but also highly attentive service and coordination of resources. I ensure to take the time to talk to you, get to know you and gain an understanding of the critical aspects of your financial life so that he can assess the interaction of multiple objectives and the far-reaching implication they can have on each other.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. in Marketing
University of Tennessee 1988 1992

Personal Interests

I'm active in the Nashville community and currently serve as the Vice President/Treasurer of the YMCA Foundation of Middle Tennessee. I was the past President of The Economic Club of Nashville, and past Chairman of the Antiques and Garden Show.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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