Levi Allison is a Financial Advisor at GCES, focused on helping clients achieve secure, prosperous financial futures. Since joining the firm, Levi has specialized in retirement planning and investment strategies, bringing both expertise and enthusiasm to his role. With an academic background in finance from Saint Vincent College and licensure in Series 65 and Pennsylvania Life, Accident, and Health, Levi offers clients well-rounded, comprehensive guidance.
Levi’s approach centers around a genuine commitment to his clients’ unique goals. Balancing the science and art of financial planning, he collaborates with clients to build strategies that match their visions for retirement and wealth preservation. His guiding philosophy, “Save like a pessimist and invest like an optimist,” speaks to his thoughtful, forward-looking style, which helps clients feel both prepared and empowered as they work toward their financial objectives.
One of the aspects Levi values most about his work is the chance to make the retirement journey smoother and more transparent for his clients. Recognizing that financial planning can be overwhelming, he takes pride in serving as a steady resource, answering questions, and providing support every step of the way. Levi’s warm, attentive approach ensures each client feels heard and supported, as he translates complex financial concepts into personalized, actionable plans.
Outside of work, Levi enjoys spending quality time with family, cooking, and playing golf (with a memorable hole-in-one caught on video!). For questions or guidance on financial planning, Levi is available at levi@gces.us or 724-915-0003.
