Meredith Levens

Ms. Levens is Vice President and Client Advisor at Bessemer Trust. In this role, she is a member of a team responsible for providing clients with proactive, highly personalized advice across Investment Management, Wealth Planning, and Family Office Services.

Prior to joining Bessemer in 2013, Meredith was Senior Internal Auditor at SunTrust, responsible for private wealth management audits. Before that, she worked in the firm’s Private Wealth Management department as Vice President and Trust Advisor, responsible for the administration of fiduciary accounts.

Meredith earned a B.A. in history from Vanderbilt University. She is a CFP® professional and a Certified Trust and Fiduciary Advisor.