Our Team
Levy Wealth Management Group
Collaboration is Part of Our Culture
Your partners in financial planning since 1971!
Our team has provided customized wealth management services to families and businesses for fifty years.
Advisors
Advisory Support
Operations
Portfolio Management
Controller
Let’s Get Started
Start Planning Your Financial Future
Let’s meet and discuss your family’s financial needs. Start your journey with Levy Wealth Management Group today.
Patty is a Client Service Associate with Levy Wealth Management Group. She has spent over 25 years in the financial services industry working in different capacities, primarily in advisory support and back-office operations. Prior to joining Levy Wealth Management Group, she served as a Client Relationship Manager at the Franklin Group, a registered investment advisor under Equitable Advisors, supporting advisors in the 401(k) environment and with high net-worth retail clients.
Patty currently maintains FINRA Series 6, 7 and 63 licenses held through LPL Financial.
Patty lives in Philadelphia with her new husband, William Clements, Jr. In her spare time, she likes to visit the theater, the beach and watch football with her family.
In my own words… “I am eager to help our clients with their financial aspirations.”
Patty is a Client Service Associate with Levy Wealth Management Group. She has spent over 25 years in the financial services industry working in different capacities, primarily in advisory support and back-office operations. Prior to joining Levy Wealth Management Group, she served as a Client Relationship Manager at the Franklin Group, a registered investment advisor under Equitable Advisors, supporting advisors in the 401(k) environment and with high net-worth retail clients.
Patty currently maintains FINRA Series 6, 7 and 63 licenses held through LPL Financial.
Patty lives in Philadelphia with her new husband, William Clements, Jr. In her spare time, she likes to visit the theater, the beach and watch football with her family.
In my own words… “I am eager to help our clients with their financial aspirations.”
