Income Partner & Private Client Wealth Advisor
A Mobile, Alabama native and Auburn University graduate, Marc Whitehead, has attained many achievements throughout his professional career. A true entrepreneur, Marc owned and established several businesses including Harbor Financial Services, LLC in 2004 (Now known as Level Four Financial, LLC). Over the years, he has had recognized success as a financial advisor, branch manager, broker dealer consulting company and president/co-owner of a venture capital firm.
Outside of the financial world, he has served and/or supported numerous past and present boards and charities within his community including the Mobile Chamber of Commerce Board of Advisors, Board of Advisors of the Melton Center for Entrepreneurship and Innovation at the University of South Alabama’s Mitchell College of Business, YMCA, Dauphin Way United Methodist Church, Waterfront Rescue Mission, Society of St. Andrew and numerous others.
Marc currently holds several security and insurance licenses including Series 4, 7, 9, 10, 24, 55, 63, 65, 82, 99, life, and health insurance licenses.