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.

CA Insurance License Number: 0J06189. Resident State: TN.

In recognition of his dedication and excellence, Levi was named one of the Forbes Best-In-State Wealth Advisors in 2026.* He has also earned the distinction of Wells Fargo Advisors Platinum Council Advisor for ten consecutive years, from 2016 through 2026.**


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.



*2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com) View Award Disclosures

**2024-2026 Platinum Council disclosure.  The Platinum Council distinction is held

by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

 

**2016-2023 Platinum Council disclosure.  The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism.  Additional consideration may have included best practices and team structure.