Legacy Wealth Partners
Sophia Belilovskiy is an experienced financial professional currently serving in two roles: Investment Operations at Taylor Financial since May 2020 and Financial Professional at Levin Financial Group since May 2019. In the latter role, Sophia provides comprehensive analysis of client financial situations, identifying goals, addressing concerns, and proposing solutions to close gaps. Previously, Sophia worked at the University of Tampa from August 2016 to February 2019 as a Senior Telecounselor and Hiring Manager, as well as a Special Visits Coordinator, organizing personalized visits for incoming first-year students. Sophia holds an Accelerated MBA in Finance from the University of Tampa, earned in 2020.
Legacy Wealth Partners
At Legacy Wealth Partners, we provide you with guidance and expertise to help you make sound financial decisions that can help to protect your long-range future. First, we help you coordinate and centralize your financial world. Next, we help you organize your finances so they are easy to understand. And then we provide you with accurate, up-to-date information and solid recommendations on which you can base your decisions. Based in Tampa, Legacy Wealth Partners assists thousands of clients throughout Central Florida as well as across the nation. Through protection and financial products, along with personal and business solutions, we help families, individuals, professionals and business owners better understand their unique situations. ------ Disclosures: https://www.thelegacywealthpartners.com/licensing