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Kelsy L
Series 66
Gainsville, FL
Equitable Advisors
Kelsy Levee is a financial advisor with Equitable Advisors in Gainesville, FL, holding a Series 66 designation and eight years of industry experience. She previously worked at AXA Advisors, LLC and has experience outside of finance including a role at Johnston Chiropractic Health Center and employment at the University of Florida. Kelsy is involved with the Gainesville Area Women's Network as an At Large Director and volunteers regularly at Howard Bishop Middle School. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset-management programs. The firm utilizes a network of Investment Adviser Representatives and offers access to third-party managers and proprietary programs without sponsoring its own wrap fee program.
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