Lee Levy

Lee Benjamin Levy
Managing Director International Financial Advisor Truist Investment Services, Inc.

9600 Collins Ave,

Second Floor,

Bal Harbour, FL 33154

About me

Background

Lee Benjamin Levy is a Managing Director and Financial Advisor at Truist Wealth, where he advises high-net-worth and ultra-high-net-worth individuals, families, and business owners on investment management, wealth planning, and long-term financial strategies. His approach is centered on understanding each client's unique circumstances and developing customized solutions designed to help preserve, grow, and transition wealth across generations.

Since joining Truist in 2022, Lee has worked with both domestic and international clients, drawing on extensive experience serving families across the United States, Latin America, and Europe. He collaborates closely with specialists across banking, lending, trust, and estate planning disciplines to help deliver comprehensive wealth management solutions tailored to each client's objectives.

Prior to joining Truist, Lee spent eight years at Safra National Bank in Miami, where he held a client-facing role that combined private banking and investment advisory responsibilities. He provided customized banking solutions and developed investment strategies for international clients, primarily from Latin America, while also serving select families with ties to Europe and Israel. This experience enabled him to develop significant experience in cross-border wealth management and the unique financial considerations facing globally connected families. 

Lee is committed to building long-term relationships based on trust, personalized service, and thoughtful advice. He strives to serve as a trusted resource for clients and their families, helping them navigate important financial decisions and identify opportunities aligned with their long-term goals.

He earned a B.A. in Economics from Universidad Católica Andrés Bello, an MBA from the University of Florida (Hough Graduate School of Business), and a Graduate Diploma in International Relations from the University of London under the academic direction of the London School of Economics.

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.A. in Economics
Universidad Catolica Andres Bello 2009
MBA
University of Florida (Hough Graduate School of Business) 2016
Graduate Diploma in International Relations
University of London 2020

Personal Interests

Outside of work, Lee enjoys spending time with family and friends, playing golf, and following a variety of sports. A lifelong musician, he has a passion for music, plays multiple instruments, and has also enjoyed songwriting over the years. Music has remained an important creative outlet throughout his life. He also enjoys traveling and experiencing different cultures, reflecting the global perspective he has developed through both his personal and professional experiences. In his free time, Lee follows economic and geopolitical developments, maintains a keen interest in financial markets, and values opportunities for continuous learning. He believes that meaningful relationships, intellectual curiosity, and diverse experiences contribute to both personal growth and a well-rounded approach to life.

Specialties

  • 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

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

  • 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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