Levatus LLC

Jessica Grande is a financial advisor at Levatus LLC in Boston, MA, with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Levatus since 2017, following roles at Prime, Buchholz and National Quality Review. Levatus LLC provides wealth advisory and investment management services to individuals, high net worth clients, trusts, and estates, emphasizing fundamental analysis and a long-term investment approach. The firm incorporates risk tolerance assessments, tax and estate considerations, and may use borrowing and derivative instruments in portfolio management.

Elizabeth Darling is a financial advisor at Levatus LLC in Boston, MA, holding a Series 65 designation with eight years of industry experience. She has been with Levatus since 2017 and worked as a homemaker prior to her advisory career. Levatus LLC serves individuals, high net worth clients, trusts, and estates, providing wealth advisory and investment management services with a focus on fundamental analysis and long-term portfolio construction. The firm employs a structured risk-tolerance assessment and integrates tax and estate considerations into its investment strategies, managing approximately $152 million for a select group of clients.

Susan Dahl is a financial advisor at Levatus LLC in Boston, MA, with 28 years of industry experience. She holds Series 63, 65, and 66 licenses and has worked at Levatus since 2017. Prior to that, she was with Bainco International and Newbury Street Capital LP. Levatus LLC serves individuals, high net worth clients, trusts, and estates by providing wealth advisory and investment management services. The firm emphasizes fundamental analysis and a long-term investment approach, incorporating a structured risk-tolerance assessment and detailed reviews of tax and estate considerations to guide portfolio construction.