Levi Woodroof
Senior Financial Advisor, Managing Director - Investments
About
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Levi Woodroof
Senior Financial Advisor
Managing Director - Investments
For more than 20 years, Levi Woodroof has been guiding high net worth individuals and families towards their wealth management goals. He provides a sophisticated set of investment services to help them build, manage, preserve and transition wealth, including planning for retirement, saving for education, managing risk and developing estate planning strategies. Levi works closely with Wells Fargo affiliates to provide access to banking, lending, and particularly, trust services.
Levi personalizes portfolios based on client timelines, risk tolerance and unique objectives. Realizing that each client has a unique story and related goals, communication is the foundation upon which client relationships are built. Timely reviews are the norm, and his team is committed to transparency and responsiveness.
In 2024, Levi had the distinction of being recognized as one of the Forbes Best-In-State Wealth Advisors. * He was recognized as a Wells Fargo Advisors Platinum Council Advisor from 2016 to 2024.**
Along with a bachelor’s degree in business administration from Lincoln Memorial University, Levi holds a Master of Science degree with a focus on sports administration. A college athlete, he was a member of Lincoln Memorial University’s basketball program and often works with athletes and musicians to help them manage their wealth to last throughout their lives.
Levi resides in Brentwood with his wife, Amber Ervin, and their two sons. He loves music, enjoys cooking, and family time is often spent coaching the boys’ basketball teams. Traveling together is an important part of the family’s time together.
*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure may also be used to determine recipients.
Levi personalizes portfolios based on client timelines, risk tolerance and unique objectives. Realizing that each client has a unique story and related goals, communication is the foundation upon which client relationships are built. Timely reviews are the norm, and his team is committed to transparency and responsiveness.
In 2024, Levi had the distinction of being recognized as one of the Forbes Best-In-State Wealth Advisors. * He was recognized as a Wells Fargo Advisors Platinum Council Advisor from 2016 to 2024.**
Along with a bachelor’s degree in business administration from Lincoln Memorial University, Levi holds a Master of Science degree with a focus on sports administration. A college athlete, he was a member of Lincoln Memorial University’s basketball program and often works with athletes and musicians to help them manage their wealth to last throughout their lives.
Levi resides in Brentwood with his wife, Amber Ervin, and their two sons. He loves music, enjoys cooking, and family time is often spent coaching the boys’ basketball teams. Traveling together is an important part of the family’s time together.
*2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 – 6/30/23 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure may also be used to determine recipients.
Trista Allison
Financial Advisor
Trista Allison establishes personal relationships with individuals and families to build their four pillars of wealth management:
•Cash management and access to banking, lending, and trust services
•Investment and retirement selection and planning
•Risk management and wealth preservation
•Legacy and estate planning strategies
With 17 years of banking and wealth management experience Trista provides you with comprehensive planning and guidance. She works closely with you and your family to identify your goals and dreams so you can make informed financial decisions and have a plan on how you will reach them. Her deep understanding of full balance sheet evaluation is paired with a detail-oriented, process-driven approach to serving clients. Trista has a passion to serve others and enjoys seeing her clients lead their best financial lives.
Trista holds the FINRA Series 6, 7, 63 and 65 securities registrations and is licensed for life, health, and variable annuity insurance. Her experience includes the roles of Preferred Relationship Manager, Premier Banker, and Senior Personal Banker. Being familiar with both sides of a balance sheet provides her with a unique viewpoint on asset allocation strategies and portfolio management. Trista works alongside a team of financial and wealth advisors; she can also provide access to Wells Fargo affiliates.
In her free time, Trista is an avid gardener and is working on her Master Gardener designation. A keen photographer, she specializes in macro flower photography. Creating and sharing beautiful imagery has been a life-long hobby.
•Cash management and access to banking, lending, and trust services
•Investment and retirement selection and planning
•Risk management and wealth preservation
•Legacy and estate planning strategies
With 17 years of banking and wealth management experience Trista provides you with comprehensive planning and guidance. She works closely with you and your family to identify your goals and dreams so you can make informed financial decisions and have a plan on how you will reach them. Her deep understanding of full balance sheet evaluation is paired with a detail-oriented, process-driven approach to serving clients. Trista has a passion to serve others and enjoys seeing her clients lead their best financial lives.
Trista holds the FINRA Series 6, 7, 63 and 65 securities registrations and is licensed for life, health, and variable annuity insurance. Her experience includes the roles of Preferred Relationship Manager, Premier Banker, and Senior Personal Banker. Being familiar with both sides of a balance sheet provides her with a unique viewpoint on asset allocation strategies and portfolio management. Trista works alongside a team of financial and wealth advisors; she can also provide access to Wells Fargo affiliates.
In her free time, Trista is an avid gardener and is working on her Master Gardener designation. A keen photographer, she specializes in macro flower photography. Creating and sharing beautiful imagery has been a life-long hobby.
