Background
Rick Levinson is a Senior Vice President and Senior Investment Manager for Truist Wealth, providing clients with more than 35 years of investment management experience.
Rick focuses on the implementation and management of customized investment management portfolios for individuals, families, trusts, private foundations, and non-profit organizations. With an extensive understanding of navigating market volatility, Rick thrives on working collaboratively with clients and advisors to develop a comprehensive plan designed to meet their short and long-term goals.
Prior to joining Truist, Rick was with Wells Fargo Private Bank for 30 years as a Senior Investment Strategist covering the Capital region of D.C., Maryland, and Virginia. Rick began his career in the turbulent world of the Chicago futures market and later worked as a Portfolio Manager for an independent Investment Advisor in Potomac, Maryland.
Rick earned a Bachelor of Science in Business Administration from The American University and a Master of Business Administration from George Washington University. He is also a CFA® charterholder.
Rick resides in Chevy Chase, Maryland with his wife and is the proud father of two young adults.
Investment Adviser Representative, Truist Advisory Services, Inc.
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