Levi Zsuppan

Levi Zsuppan, CFP®
Senior Vice President Medical Wealth Advisor Truist Bank

434 Fayetteville St

4th Floor,

Raleigh, NC 27601-1741

Levi.zsuppan@truist.com

Phone 919-439-7991

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About me

Background

Levi Zsuppan is a Medical Wealth Advisor with Truist Wealth. He offers clients more than nine years of private banking, financial planning, and investment management experience. As a part of the Medical Specialty Group, Levi works with a team of professionals whose sole focus is to bring comprehensive and highly customized business and personal financial solutions to successful physicians and practices.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.


*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A. Political Science
Penn State University 2011
J.D. Law*
Penn State Dickinson School of Law 2014

Personal Interests

Levi was a member of the varsity men's basketball team while at Penn State and currently serves on the board of CASA, a local housing non-profit in the Triangle.

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

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

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for medical practices

  • Specialized wealth, investment, insurance, banking, and borrowing solutions for physicians

Locations

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