Former Director of Sales & Relationship Management of SunTrust has joined Level Four Financial (Level Four) as Wealth Advisor and Retirement Plans Specialist in the newly opened Atlanta branch.
Atlanta, GA– February 5, 2021 – An experienced financial advisor, Mr. Leffingwell has acted in management, new business and relationship roles since 1992. He brings to Level Four an in depth knowledge of retirement plan solutions, plan consulting, and record keeping services for Defined-Benefit, Deferred Compensation and Nonqualified Retirement Pans.
Mr. Leffingwell will be joining Chris Facka, Managing Director of Level Four Financial in serving the greater Atlanta area. Level Four has recently expanded its’ presence in Atlanta to work alongside their parent company and top 25 National Ranked CPA firm, Carr, Riggs & Ingram (CRI). Jake Tomes, CEO of Level Four believes that “as our team grows in the Atlanta market, we are excited to add someone with Alan’s experience and dedication to business retirement planning services. Alan’s commitment in acting as an institutional fiduciary will serve the firm and most importantly our clients for years to come.”
Level Four Financial is a comprehensive wealth management firm that is changing the way financial advice is delivered. Their goal is to guide individuals, families, business owners, and corporations on the journey to optimizing their financial strengths through targeted solutions and proactive service. By utilizing an ensemble practice methodology, Level Four strives to develop customized solutions that address their clients’ challenges while delivering the highest level of service through its’ team of specialists. Providing a broad array of financial services, Level Four gives advice in retirement planning, tax planning, estate planning, risk management, education funding, investment management, business services, employee and executive benefits. Advisory services are offered through Lever Four Advisory Services, LLC, an SEC-registered investment adviser.