Levi Alderson joined The Meredith Group in 2019 as a Registered Financial Assistant. Prior to joining our team, Levi served as a Financial Assistant with Hefren-Tillotson. Levi graduated from Slippery Rock University with a Bachelor of Science in Business Administration with a double major in Finance and Economics. He holds series 7 and series 66 securities licenses, and life/health/variable insurance licenses.
Levi currently serves as Client Specialist and his responsibilities include supporting advisors in their analysis and servicing of accounts. He also works directly with clients on money movement requests, account opening, and estate resolution.
Levi is a native of the Pittsburgh area and enjoys spending time outdoors, whether it's gardening or hiking.