Will Leven is a Private Wealth Manager and Managing Director at Merrill Lynch. Will is Chair of the Board of Directors for Boys & Girls Clubs of Greater Houston. In this role, he leads the Board and the Executive Committee.
Will has served as a private wealth advisor since 1992, serving wealthy individuals and families for over 27 years. His extensive experience enables him to focus on developing strategies exclusively for ultra high-net-worth individuals and families. Will’s approach is transparent and aids clients in making important decisions while keeping long-term goals in mind and helping to minimize the emotional stresses that can lead to less than optimal decisions. Will can address client needs beginning with the preparation for the sale of a business and then assisting them in building an income stream. He also guides them in long-term planning for intergenerational wealth transfer. He and his team are committed to a high level of service while working with clients to understand their specific goals and objectives. Will also offer access to the credit and lending services at Bank of America.
Will received a B.S. in Political Science from Rice University and an M.B.A. from Kellogg Graduate School of Management at Northwestern. He holds the designation of Chartered Financial Analyst.
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