Karen Lessard

Karen serves as a Supervisory Principal/Branch Manager for both Level Four Financial and Level Four Advisory Services.  Karen comes to Level Four with 20 years of financial industry experience, starting her career on the sales side as a receptionist and then transitioning to compliance during 2014 as a Regional Support Specialist with Southwest Wealth Advisory Group.   Just prior to joining Level Four Karen was a Branch Manager at Messick Peacock & Associates where she was responsible for supervisory oversight of the firm’s representatives and advisors.  In addition to her compliance background, Karen is also a US Army veteran.  In the Army she was a Unit Supply Specialist and Property Book Manager. She holds the FINRA Series 7, 24, 63, 65 and 9/10 licenses.