Julio Levisohn

Financial Advisor, Merrill’s Lexington office

Julio Levisohn is a Financial Advisor at Merrill's Lexington office with experience in investment management and community outreach. As part of
the team, he focuses on NexGen Investing, Retirement Income Strategies, and Portfolio Diversification Strategies.

Julio earned a Bachelor’s of Business Administration in Finance from the University of Kentucky as well as a Master’s of Business Administration in Finance from the University of Phoenix. He is a Chartered Retirement Planning Counselor™ CRPC™ designee awarded by the College for Financial Planning Institutes Corp. Julio also holds the Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™ designation from the College for Financial Planning Institutes Corp., as well as the Certified Plan Fiduciary Advisor® CPFA® designation awarded by the National Association of Plan Advisors. In addition, he holds the Series 7 & 66 FINRA registrations, as well as Kentucky Life and Health Insurance licenses. Julio is fluent in Spanish.

Outside of work, Julio and his wife, Adrian, enjoy community involvement, singing karaoke, and writing short stories.