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Levi M
Series 66
Ottumwa, IA
Guardian Life
Levi Morrissey is a Series 66-licensed financial advisor with Primerica Advisors, based in Ottumwa, IA, and has two years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of financial advising, he owns and manages Morrissey Management & Construction, LLC, a construction and management business. Park Avenue Securities LLC serves a wide range of retail clients, including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers brokerage and advisory services with various proprietary and third-party investment programs, utilizing both discretionary and non-discretionary management approaches.
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