Delon Turner, former Citi Bank executive and Financial Advisor at Merrill Lynch joins Level Four Sports & Entertainment (LFSE); a wealth management firm dedicated to serving the needs of professional athletes and entertainers.
DALLAS, TX – 7/9/2019 – Mr. Turner, a seasoned financial services industry professional, received his MBA in Finance from The Kellogg School of Management, Northwestern University, before starting his 13 year professional basketball career overseas. His transition to civilian life found him yearning to help others like himself to learn and understand how to protect and maintain their newfound wealth.
As a Wealth Advisor and Sports & Entertainment specialist with LFSE, Mr. Turner will work closely with all clients on planning, solutions, and effective communication of expectations of the LFSE family office structure. From asset management, budgeting and forecasting of results with ongoing reviews, Mr. Turner is very involved in the relationship management of our client’s financial life.
“Joining LFSE was the logical step forward from Broker Dealer/Banks to an RIA, as the Sports and Entertainment industry clients need much more than asset management with proprietary solutions. Our clients need fiduciary representation and specialized services inhouse that the family office structure provides” said Mr. Turner. “LFSE has that platform and the team in place to deliver the experience clients deserve with the goal of protecting their assets.”
Practice Director Jeffrey Glusman once again proud of the infrastructure being added to the team, has high expectations of Mr. Turner. “Delon brings real life experience within our niche, not only as a former professional athlete, but one whom has successfully transitioned into this role providing financial guidance to high-net-worth elite clients in Sports & Entertainment for a long time. Adding him to the division is a great win for LFSE and our clients.”
An MBA graduate in finance from the Kellogg School of Management of Northwestern University, Delon also obtained a Bachelor’s of Science in Agri-Business from Florida A&M, focusing on clients in the NBA and NFL as well as their families. Mr. Turner bases his platform on education and transparency while leveraging the family office structure working as a fiduciary for client’s financial advice.
Delon resides in South Florida with his wife Tonya and two kids, Dallas and Denver.
About Level Four® Sports & Entertainment
LFSE is a division of Level Four® Advisory Services that is dedicated to providing family office services that address the sophisticated and unique challenges of individuals in the Global Sports & Entertainment industry. Whether clients are just starting their professional careers or are seasoned veterans, they believe managing wealth is about more than just investing money. Their goal is to create financial plans that build a solid foundation, allowing clients to pursue their dreams while building and preserving their legacy. LFSE focuses on the development and implementation of customized financial strategies that seek to meet their short- and long-term goals. Visit se.levelfouradvisors.com for more information.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Level Four® Advisory Services, LLC, an SEC-registered investment adviser. Level Four® Advisory Services, LLC, Level Four® Wealth Management, and Level Four® Sports & Entertainment are separate entities from LPL Financial.