Levi J. Marsh

Levi J. Marsh is an accomplished finance professional with extensive experience in wealth management and business consulting. Currently serving as an Account Manager at Fisher Investments since May 2022, Levi has successfully signed over $20 million in client assets and received several accolades, including the 2023 AE Rookie of the Year and recognition in the Silver and Bronze Circles of Excellence. Previously, Levi founded Mental Health in Business and worked as a Financial Advisor at Edward Jones, focusing on comprehensive wealth management strategies. Additional experience includes roles in business consulting at UniFirst Corporation and Alluvian, auditing at PwC, and internships in internal audit and supplier finance. Levi holds two Bachelor of Science degrees in Finance and International Business, and Accounting from Illinois State University and Tecnológico de Monterrey.