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"Lorry's financial planning skills are well complemented by her dedication to building strong relationships." - Jim Baka, President of Calamos Wealth Management
MIAMI, FL, November 20, 2018 /24-7PressRelease/ -- Calamos Wealth Management, a full-service wealth advisory firm serving individuals and families, announced today the addition of Lorry Levasseur as a Wealth Advisor. She will join the firm's southeast regional team based in Coral Gables, Florida.
Jim Baka, President of Calamos Wealth Management, said, "Lorry's financial planning skills are well complemented by her dedication to building strong relationships. Her talents will benefit the South Florida team and our clients from the outset. We are pleased to welcome her to the firm." At Calamos, Levasseur will work with individuals and families to develop and execute comprehensive wealth management plans. In the firm's team-based approach, she will work alongside colleagues providing expertise across the full range of planning and investment needs.
Joe Nader, Managing Director of the firm's Southeast team said "The regional office has grown substantially in assets under management, clients and Advisors from its inception in 2016. The addition of Lorry represents another important member to the team in a market to which we are very committed."
Previously, Levasseur rose from investment consultant to branch manager at a retail brokerage firm in the South Florida region. She earned her Master of Business Administration from Florida International University in 2014, having previously earned a Bachelor of Science in business administration with a concentration in finance from FIU in 2010.
About Calamos Wealth Management
Calamos Wealth Management LLC provides comprehensive investment and wealth advisory services to individuals, families, and small to mid-size institutions including foundations and charitable endowments. Services include investment advisory, comprehensive wealth planning, risk management, and generational wealth transfer, among others needed to meet the needs of its diverse clientele. Calamos Wealth Management headquarters are located in Naperville, Illinois with additional offices in New York and Florida. The firm is a wholly owned subsidiary of Calamos Investments LLC. Learn more at www.calamos.com/wm.
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