Planning for healthcare expenses now and in the future
- Long-term Care Insurance3
- Health Savings Account2
- Disability Insurance3
Watch experts answer key questions to help you prepare for rising costs and game-changing innovations in our healthcare system.
With nearly 20 years in the financial services industry at Merrill Lynch Wealth Management, LeVar has guided clients in many areas of their financial lives.
He focuses on offering a comprehensive approach to Wealth Management that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. LeVar provides access to the investment insights of Merrill and the banking convenience of Bank of America to help address the various aspects of clients’ financial lives. As a caring financial professional, LeVar is driven by his passion for delivering excellent service and helping clients pursue their goals.
Today, he continues to provide investment and retirement planning, cash management, insurance analysis, educational planning and business lending services.
LeVar received a MBA from The NYU Stern School of Business (with a triple concentration in Global Business, Marketing and Finance). He earned a Bachelors degree in Finance with a minor in Economics from the College of Mt. St. Vincent. LeVar is a CERTIFIED FINANCIAL PLANNER professional and holds the Chartered Retirement Planning Counselor designation. In his spare time, LeVar is an avid traveler and has been to several countries and visited 5 continents! LeVar is a member of Free Arts NYC and lives in White Plains, NY.
College of Mount Saint Vincent
New York University
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bank of America, N.A.
Wealth Management Banking Specialist
Employee Benefits Specialist
Bank of America, N.A.
We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
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Your advisor is a click away within our site or mobile apps
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Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together I can help you create a financial approach that reflects your personality. Only then can I offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
We will work to help you stay on track, regardless of what the markets are doing.
We get to know you and your family, your financial situation and what matters most to you.
Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.