Levene LeBlanc-McLean, AIF®, is an Associate Advisor in SEIA’s Virginia office and works with Tom West in the practice’s Financial Planning and Investment Management services. She assists with financial planning, client experience, and portfolio management.
Previously, Levene worked at Morgan Stanley as an associate financial advisor and at Stone Street Capital as an account executive. Her volunteer experiences include teaching English, grant writing, and educational outreach at the Bradley Free Clinic and the Japan-America Society of Washington, DC. Levene lives in Maryland.
Levene received her Bachelor of Arts degree in Psychology from Hollins University in 2017. Levene holds securities licenses 7 and 66. She is currently studying for her CERTIFIED FINANCIAL PLANNER™ (CFP®) certification after completing the certification education program at The American College of Financial Services®. Levene earned her Accredited Investment Fiduciary® (AIF®) professional designation in 2021 from Fiduciary360.