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Team

At LPL Financial we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Deb Cook

Deb Cook

Administrative Associate

775-717-0001

Deb@PlatinumWealth.net

Deb Cook supports Lev Revutsky and his clients through the Platinum Wealth Management team. Deb has more than 20 years of both banking and lending experience. Her favorite part of the financial world has always been striving to elevate...
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Kaela McKenzie

Kaela McKenzie

Administrative Associate

775-717-0001

Kaela@PlatinumWealth.net

Kaela McKenzie supports Lev Revutsky and his clients through the Platinum Wealth Management team. Kaela joins with prior experience from both fields of education and customer service. She’s committed to assisting with supporting and...
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Lev Revutsky

Lev Revutsky, CAIA®

408-307-9320

lev.revutsky@lpl.com

Lev Revutsky has a MS in Economics and Applied Mathematics from the University of Economics and Finance in St. Petersburg, Russia. He has 25+ years of experience in the investment industry, first with Merrill Lynch and later with...

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