Beth Levine joined XML in 2007 following almost 15 years at Smith Barney. She has developed a solid base of individual clients, as well as a unique specialization in working with condominium and homeowner associations in the District of Columbia metropolitan area. She also has extensive experience working with large groups, including non-profit organizations and educational institutions. The primary goals of Beth’s clients are typically capital preservation and growth. Utilizing Exchange Traded Funds, individual stocks 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
Beth J. Levine
Senior Wealth Advisor
XML Financial Group
United States, Minnesota, Washington
About Me
Profile Information
Senior Wealth Advisor
XML Financial Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Washington
Minnesota
United States
May 22, 2025
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