Joseph Levi

Joseph C. Levi, CFP®
Managing Director Wealth Regional Managing Director Truist Bank

100 Crescent Ct

Suite 1000,

Dallas , TX 75201

Joe.Levi@Truist.com

Phone 972-707-6778

Get directions

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About me

Background

Joe Levi is a Regional Managing Director with Truist Wealth in Dallas. Over a 25 year career, Joe has built a reputation as a hands on executive with a strong record of developing high performing teams, driving new business growth, and elevating the client experience. In his current role, he leads a team of world class wealth advisors across Texas and California who deliver holistic wealth management solutions to affluent, high net worth, and ultra high net worth individuals, families, and business owners throughout the U.S.

Before assuming his current leadership position, Joe served as a Senior Wealth Advisor in Nashville, TN, where he advised ultra high net worth clients and led a collaborative team of specialists across financial planning, estate strategies, trusts, investments, credit, risk management, business succession, and family governance.

Deeply committed to strengthening the communities he serves, Joe has held numerous leadership roles, including Chairman of the YMCA Foundation, President of The Economic Club, Chairman of The Economic Club Charities, Chairman of the Antiques and Garden Show, and Treasurer of St. Luke’s Community House. He currently serves on the Investment Committee of the YMCA Foundation.

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

Business Administration, B.S.
University of Tennessee
Certified Financial Planner
2008

Personal Interests

Joe and his wife, Ashley, have been married for 27 years and are the proud parents of Cummings, Mamie, and Annabel. In his spare time, he enjoys being with family, playing competitive golf, and studying the “golden age” of golf course architecture and design.

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.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • 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 needs of business-owners

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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