Verified recordFinancial Services

Lorry Levasseur

Financial Planning Specialist at Calamos Wealth Management

Based in Miami, United States

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Seniority

Staff

Department

Finance & Accounting

Location

Miami

Industry

Financial Services

Company size

50

Contact information

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Email

1 credit

l•••••••@calamos.com

Phone

5 credits

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Background

About Lorry Levasseur

As a Financial Planning Specialist at Calamos Wealth Management’s Southeast regional office, I work with high net worth individuals and families to determine their life’s goals and objectives and create a financial plan to achieve those goals. I have worked in the financial industry for more than 10 years. My background includes financial planning, investment strategy, operations, relationship management and supervisory oversight.

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