Building the team

Level Four® Sports & Entertainment Welcomes Jeffrey A. Glusman

Former Senior Vice President of Merrill Lynch and Private Financial Advisor of SunTrust Investment Services Inc, Jeffrey A. Glusman, CRPC™ has been appointed as the Practice Director of Level Four® Sports & Entertainment (LFSE), a division of Level Four Advisory Services (Level Four) dedicated to serving the needs of professional athletes and entertainers.

DALLAS, TX – 5/15/2019 – An experienced financial advisor, Mr. Glusman has acted in management roles with both SunTrust and Merrill Lynch. Since 2001 he and his team have managed close to a billion dollars in assets for high-net-worth families and those experiencing liquidity events. Bringing comprehensive and highly customized personal financial solutions to successful athletes, celebrities, and their global businesses is his main focus.

He has presented as the keynote speaker for the Senior Bowl, East/West Shrine, and NBA pre-draft symposium wealth management sessions for the attending NFL & NBA draft prospects numerous times over the last decade, providing insight into process-oriented steps to help achieve financial success.

Mr. Glusman brings his expertise and deep understanding of these clients’ unique needs to LFSE as he builds out the infrastructure of the division.  Jake Tomes, CEO of Level Four, states, “Planning to launch the LFSE division has been in the works for some time. Our executive team and I had a deliberate search for the right leader with the experience, capacity, and reputation to forge our vision into reality. Jeffrey’s résumé speaks for itself; and his priorities, both personally and professionally, are exactly what the company and industry need.” Glusman and the LFSE team will be based in South Florida’s Palm Beach Gardens office. He lives with his wife and 3 sons in Jupiter, Florida.

 “Changes in the industry in general, coupled with the demands of our clients and acting as a fiduciary, are the key to what we do,” says Glusman. “It’s crucial to have the ability to protect our client’s assets while providing a full spectrum of services, not just banking and investments, and providing advice in the client’s best interest with full transparency.”

Beyond traditional investment services, LFSE brings together a full suite of family office services to serve their clients financial challenges. The team approach to wealth management puts them in a unique position to address nearly every aspect of a client’s financial picture, whether that be retirement planning, estate planning, investment management, personal accounting, financial education, and more. For more information about LFSE, visit https://se.levelfouradvisors.com.

Level Four® Advisory Services is a comprehensive wealth management firm dedicated to providing an exceptional client experience. With 18 locations across the country, their goal is to guide individuals, families and business owners on the journey to optimizing their financial strengths through customized plans and proactive service. By utilizing an ensemble practice methodology, Level Four strives to develop innovative solutions that address their clients’ challenges. More information is available at www.levelfouradvisors.com.

Contact
Justine Huddleston
Marketing Director
866.834.1040
jhuddleston@levelfouradvisors.com

Leave a Reply

Your email address will not be published. Required fields are marked *