Timothy Levert
My Mission Statement
My Story
Tim grew up in a family outside the financial industry, and after attending Mississippi State University earning his degree in Economics, he wanted to be able to relay what he had learned to people who were not aware of the opportunity to build and preserve their wealth. He began is financial services career in 2008, and he enjoys making a difference in the lives of his clients and their families through sound financial advice and market and current event education.
Tim has been married for 14 years to his wife, Rebecca, and they have an 8-year-old son, Timothy Michael. He loves his family more than anything in the world and if you are a client, you are family to Tim.
In his free time, he loves biking, running, lifting weights, swimming, traveling and most importantly EATING.
Digital Resources for Clients
Access your financial world at your convenience.
Morgan Stanley Online (MSO) enables you to view your account activity, manage your everyday finances, and authorize transactions.
Whether it's strengthening your passwords or treating emails from unknown senders with more caution, you can take these of steps to help reduce the threat of identity theft, online scams, malware, fraud and more.
Safeguarding your assets and personal information is among our highest priorities.
Clients with $1 million + in assets and liabilities at Morgan Stanley are eligible to enroll in the Reserved Living & Giving program. Learn about how much you can save with Reserved Living & Giving with complimentary perks.
HELPING ACHIEVE YOUR DEFINITION OF SUCCESS
Below are tools and resources for your convenience that may help in your financial journey.
Your financial goals and priorities will likely shift with time. To help prepare for the road ahead, ask yourself what matters to you and your family long term.
Managing multiple financial accounts across different firms can be complicated. With Morgan Stanley Online, you can link your non-Morgan Stanley accounts and analyze your cash flow all in one place.
The path to your ideal retirement may have some twists and turns, but smart planning can help you reach your destination. Where are you in your retirement journey?
Learn about how Morgan Stanley protects you through our security measures and how you can protect yourself online.
FINANCE UPDATES AND OUTLOOKS
Stay up to date on the markets, on your terms.
A monthly publication that summarizes the Global Investment Committee's market outlook and contains thought-provoking essays that examine the forces shaping the investment landscape. Check out this month's edition below.
As inflation around the world continues to normalize, investors will contend with the new shape of policies in the U.S., which may impact growth but could bring favor to riskier assets in 2025.
With perspectives on the forces shaping the market, join Mike Wilson, Chief Investment Officer, and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Managing our money is one of the most important aspects of our lives. Join us as our guests share their stories around life's major moments.
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