Levi Schofield
My Mission Statement
My Story and Services
I strive to empower your purpose through financial guidance. By creating a comprehensive strategy that integrates various aspects of your financial life, including investment and cash management needs, our team focuses on meeting your goals, rather than simply outperforming investment benchmarks.
As a multi-generational practice ourselves, the Rocky Mountain Group has significant experience working with multi-generational families; specifically assisting in legacy planning efforts as families build, preserve, and manage their wealth though all life stages.
We intentionally place goals-based financial planning at the center of our relationship, creating tailored investment solutions uniquely suited for your life-stage. Additionally, we've adopted a digital-first practice that embraces technology to deliver robust cash management and cybersecurity measures, all while delivering the highest level of service possible.
Whether you are building wealth, transitioning toward retirement, or planning your legacy, with more than 70 years of combined experience, our team is ready to help you navigate all aspects of your financial picture.
My Bio
Levi was born and raised in Colorado Springs, CO. He graduated from the University of Colorado with an emphasis in Finance. Prior to joining the firm, Levi worked in corporate finance and project management within the publishing industry.
Levi joined Morgan Stanley in 2021, and was named First Vice President in 2025. Levi has earned membership into the firm's "Pacesetter's Club" in 2023, 2024, and 2025 in recognition of his "exceptional talent and accomplishments in Wealth Management, as well as commitment to setting new standards of excellence in the industry through consistent, client-focused performance."
Levi is married to his wife, Stephanie, a school teacher in District 11, and father to daughter, Clara. The whole family are avid campers, you'll find them enjoying Colorado's wet mountains most weekends during the summer.
NMLS#: 2406561
CA Insurance License #: 4388090
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
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