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Mac L

Series 63, Series 66

Pendleton, OR

Edward Jones

Mac Levy is a financial advisor at Edward Jones with 28 years of industry experience, holding Series 63 and Series 66 designations. He has been with Edward D. Jones & Co., L.P. since 1998. Outside of his advisory role, he is a stockholder and partner in several farming and ranching enterprises in the Pendleton, Oregon area. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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