Richard S. Levitz, CLU®, ChFC®, CFP®
As the national Practice Leader for Alera Wealth Management, Rick is responsible for wealth management services offered throughout Alera Group, including individual insurance, investment and financial planning. Rick’s areas of focus include life insurance, estate planning, business succession and executive compensation strategies. In addition, Rick continues to work directly with clients focusing on complex planning needs for high net worth individuals. Education: BSBA in Finance from the University of Denver; Magna cum laude, University of Illinois College of Law Registered Representative with Triad Advisors, LLC and an Investment Advisor Representative with Alera Investment Advisors, LLC. Triad Advisors LLC and Alera Investment Advisors, LLC are not affiliated.