Tag: levi pettit

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Former Family Office Pro Levi Pettit Launches Boutique Wealth Management Firm

The registered investment advisor space just got a new player, and this one’s bringing some serious family office pedigree to the table. Levi Pettit, CFA, CFP, has officially launched Dornick Wealth Management after wrapping up his MBA at Pepperdine Graziadio Business School. What makes this launch interesting isn’t just another advisor hanging out a shingle—it’s…

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Levi Pettit Shares Essential Career Insights for New Finance Professionals

The landscape of financial careers has shifted dramatically in recent years, particularly with the rise of remote work options. However, for those just entering the field, the fundamentals of building a successful career remain rooted in personal connection and continuous learning. For finance and investment professional Levi Pettit, who graduated magna cum laude from The…

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