Loren Levitan

Loren Levitan

Loren joined Waverly Advisors in January of 2024 after StrategIQ Financial Group was acquired by Waverly Advisors, LLC.  He serves as a Marketing Manager at Waverly. Loren brings over 30 years of experience in advertising, marketing, and business development to Waverly Advisors, which spans agency and client-side roles.

Loren’s core passions lie in brand development, sales, client engagement, and ensuring client satisfaction. His diverse career includes pivotal creative and management roles at respected companies such as Brann Worldwide/HAVAS Advertising, Everen Securities, SHC Direct, and Teleformix. In addition, he was co-founder and managing partner for Tenthirty Advertising, LLC, and To Engage Marketing, LLC, and served as EVP of Marketing and Platform Development at iNetLoyalty.

As an entrepreneur and marketing executive, Loren has worked with a who’s who of clients in the financial services and consumer retail industries, including marque brands such as Visa USA, Visa International, Capital One, Chase, Wells Fargo, Citi, Bank of America, US Bank, First National Bank of Omaha, MB Financial Bank, Janus Funds, French’s Food Company, AutoZone, OfficeMax, and StrategIQ Financial Group, LLC.

What resonates most for Loren in his role is not only cultivating the growth of the firm’s brand but also disseminating its presence, expertise, and core values to a broader audience, connecting with both clients and prospects. He finds fulfillment in not only educating the team about the intricacies of marketing, the ‘why’ behind all actions, and how each member contributes to the firm’s collective success but also in providing insights on mindset, behavior, and presentation, essential elements for effectively engaging and closing prospects and ensuring client satisfaction.

Loren is an identical twin and one of two sets in his four-sibling family. He is a weird combination of gym rat and sci-fi/fantasy geek. When he is not working, you can find him picking up heavy things and putting them down, at the movies, reading a good book, or hanging out with family and friends.



  • B.A. in Advertising and Design
    The University of Illinois at Chicago

Ask Me About

  • Business Development
  • Social Media
  • Retirement Planning
  • Generational Wealth Planning
  • Charitable & Family Gifting