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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 has worked at Equitable Advisors since 2018, following roles at AXA Advisors, Johnston Chiropractic Health Center, and the University of Florida. Levee serves as an At Large Director on the board of the Gainesville Area Women's Network and volunteers regularly at Howard Bishop Middle School’s garden program. Equitable Advisors serves individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients by providing financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as a dual-registered SEC investment adviser and broker-dealer, working extensively with program sponsors and third-party managers to deliver advisory and brokerage solutions.
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