Joseph Levi

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

401 Commerce Street

4th Floor,

Nashville, TN 37219-2405

Joe.Levi@Truist.com

Phone 615-748-5815

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About me

Background

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

Joe leads with advice and strategies with the clients’ needs and goals in mind. These strategies are supported not only by deep experience from a team of specialists, but also by highly attentive service and coordination of resources.

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 1992

Personal Interests

Joe is active in the Nashville community and currently serves as the vice president/treasurer of the YMCA Foundation of Middle Tennessee. He 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.

  • 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

Locations

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