• MD 301.770.5234
  • VA 703.790.5999 or LMA 703.827.2300
  • CO 970.668.5700
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Our Team

Beth Levine

Senior Wealth Advisor Contact Me

Beth Levine has developed a solid base of individual clients, as well as a unique specialization in working with condominium and homeowner associations in the Maryland, DC and Northern Virginia area. She also has extensive experience working with large groups, including non-profit organizations and educational institutions.

Beth’s understands an organization’s capital preservation goals, cash needs and growth levels. Utilizing tactical money managers and fixed income investments, including but not limited to tax-free bonds and FDIC certificates of deposits, Beth takes great pride in her proactive approach and overall responsiveness to her clients.

Beth began her career in 1994 as a technical analyst for Smith Barney. On the institutional side, she gained in-depth knowledge working with pension plans by analyzing and preparing quarterly monitors for local institutional clients. She then transitioned into the retail side of the industry and began to develop long-term relationships with individuals, local institutions and business owners. She joined LMA in 2007 following her work for almost 15 years at Smith Barney

In 1997, Beth began managing reserve accounts for property management businesses. Recognizing the growing need for common interest property reserve fund management, Beth focused her efforts on cultivating relationships within the Community Association industry and growing her expertise in that unique field. She built upon this new effort and is now a cash management investment advisor for numerous organizations.

Beth is a graduate of Towson University. She held the positions of Member Services Council Chair in 2004 and Outreach Committee Chair in 2010 within the Community Associations Institute. She has the FINRA series 7, 63, and 65.  In her free time, Beth enjoys spending time with her family and playing golf and tennis.

Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC.  Investment advisory services offered through Lara May Advisors, a division of XML Financial Group. 

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advisors

Whatever your current background is in an investment advisory capacity, We can help you think about, address, and execute on the decision to go independent.

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The Wealth Advisors offers very personalized and consultative financial services.

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Services

Brokerage Services through our affiliated broker dealer.

Beth Levine has developed a solid base of individual clients, as well as a unique specialization in working with condominium and homeowner associations in the Maryland, DC and Northern Virginia area. She also has extensive experience working with large groups, including non-profit organizations and educational institutions.

Beth’s understands an organization’s capital preservation goals, cash needs and growth levels. Utilizing tactical money managers and fixed income investments, including but not limited to tax-free bonds and FDIC certificates of deposits, Beth takes great pride in her proactive approach and overall responsiveness to her clients.

Beth began her career in 1994 as a technical analyst for Smith Barney. On the institutional side, she gained in-depth knowledge working with pension plans by analyzing and preparing quarterly monitors for local institutional clients. She then transitioned into the retail side of the industry and began to develop long-term relationships with individuals, local institutions and business owners. She joined LMA in 2007 following her work for almost 15 years at Smith Barney

In 1997, Beth began managing reserve accounts for property management businesses. Recognizing the growing need for common interest property reserve fund management, Beth focused her efforts on cultivating relationships within the Community Association industry and growing her expertise in that unique field. She built upon this new effort and is now a cash management investment advisor for numerous organizations.

Beth is a graduate of Towson University. She held the positions of Member Services Council Chair in 2004 and Outreach Committee Chair in 2010 within the Community Associations Institute. She has the FINRA series 7, 63, and 65.  In her free time, Beth enjoys spending time with her family and playing golf and tennis.

Securities offered through Lara, May & Associates, LLC, Member FINRA/SIPC.  Investment advisory services offered through Lara May Advisors, a division of XML Financial Group.