John Levee
John is President of Advanced Wealth Strategies Group, founding the company in 1989. He is also the founder and owner of Advanced Capital Management. For more than 20 years, John has been an educator on growing and preserving assets, maximizing income, and minimizing taxes. He has counseled clients through various complex financial and estate planning situations with a focus on developing thorough and meaningful relationships. The foundation of his practice is his comprehensive wealth integration strategy which marries asset management, financial planning, estate planning, and tax management. John also works closely with other professionals to develop strategies and maximize protection for his clients.
John has earned the designation of Certified Wealth Strategist® (CWS®) through the Cannon Financial Institute. He was named a 2009 FIVE STAR Best in Client Satisfaction Wealth Manager, featured in the September 2009 issue of Texas Monthly, and recently again named FIVE STAR Best in Client Satisfaction Wealth Manager for 2010.
John’s love of people and desire to give back extends to his community and church, having been active for years in youth baseball and church activities. His love for animals prompted his service to the Humane Society of Williamson County, including a stint as President of the Board of Directors. John and his wife, Laurie, have four children and five grandchildren. His hobbies include spoiling his grandchildren, wine, fishing, and golf.
California Insurance License Number 0014347
john@advancedgroup.biz
