Levy Wealth Management Group
Your partners in financial planning since 1971!
Our team has provided customized wealth management services to families and businesses for fifty years.
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Let’s meet and discuss your family’s financial needs. Start your journey with Levy Wealth Management Group today.
1818 Market Street, Suite 3232
Philadelphia, PA 19103
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What We Do
Securities offered through LPL Financial, Member of FINRA/SIPC. Investment Advice offered through Levy Wealth Management Group, a registered investment advisor and separate entity from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Victor is a CERTIFIED FINANCIAL PLANNER™ Professional, Principal of Leon L. Levy & Associates, and Wealth Advisor and Chief Executive Officer (CEO) of Levy Wealth Management Group.
Victor began his career at Ernst & Young where he served as a staff accountant specializing in tax consultancy and the preparation of tax returns. He joined Leon L. Levy & Associates in 1993 and helped to develop Levy Wealth Management Group into an established personal financial planning and corporate retirement planning practice.
Victor received a B.A. in English Literature from Boston University, a J.D. from the John Marshall Law School in Chicago, Illinois, a LL.M. from the University of Miami School of Law in Coral Gables, Florida, and has achieved the CLU designation from the American College in Bryn Mawr, Pennsylvania.
Victor is Series 6, 7, 24 and 63 with LPL Financial and is life and health insurance licensed.
Victor is a member of the Financial Planning Association, the Financial Services Institute and the National Association of Independent Financial Advisors. Also, he is the author of The Kitchen Table Financial Plan.
On a personal note, Victor and his wife, Suzanne, reside in Cherry Hill, New Jersey. They have three children, Benjamin, Jonathan, and Lewis, and they are both active members in their community. In his spare time, Victor enjoys spending time with his family, playing his Martin guitar, traveling and exercising.
In my own words… “I believe that any dream, when planned, can be achieved.”
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Michael is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant®, and Wealth Advisor and Chief Operations Officer (COO) of Levy Wealth Management Group.
Michael began his career at The Vanguard Group in Malvern, PA, where he specialized in investment and retirement planning for high-net worth individuals. He joined Leon L. Levy & Associates in 2003 and helped to develop Levy Wealth Management Group into an established personal financial planning and corporate retirement planning practice.
He is currently a Series 7, 6 and 63 with LPL Financial and he also maintains his Life and Health Insurance licenses.
Michael graduated from Bloomsburg University and has achieved a Bachelor’s in Science in Business Administration, along with a concentration in Finance.
On a personal note, Michael and his wife, Jessica, reside in Conshohocken, Pennsylvania with their two boys, Jacob and Mason. In his spare time, Michael enjoys coaching his children in soccer, traveling, and building furniture.
In my own words… “What I enjoy most about our company is I really enjoy the financial planning process and the personal relationships I have developed with our clients and team members. No two relationships are the same which helps keep life interesting and challenging.”
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Joe is a CERTIFIED FINANCIAL PLANNER™ Professional, a Chartered Special Needs Consultant®, and a Wealth Advisor at Levy Wealth Management Group. Joe is dedicated to providing customized wealth management services to our diverse group of clients.
Joe joined the Levy Wealth Management Group in 2013. Prior to joining the team, Joe was an assistant portfolio manager at Lockwood Advisors in King of Prussia, PA, where he specialized in asset allocation implementation and customization of plans for high-net worth individuals.
Joe is currently Series 24, 7 and 66 registered with LPL Financial and he also maintains his life and health insurance license.
He received a B.S. in Organizational Management with a concentration in Entrepreneurial Studies from the University of New Mexico. Joe lives with his wife Jill, daughters Evalyn and Layla, and son Theodore in Ardmore, Pennsylvania.
In my own words… “My work process can be summarized very simply – Organize, Plan, Execute, Review, and Repeat.”
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Jason is a Wealth Advisor at Levy Wealth Management Group. As part of his ongoing activity, Jason provides comprehensive wealth management services to our diverse group of clients.
Prior to joining the team, Jason was a Financial Advisor for AXA Equitable in Bala Cynwyd.
Jason received a BSBA with a concentration in Finance from Drexel University in 2005 and is currently Series 7,63 and 65 registered with LPL Financial. He also maintains his life and health insurance license.
He enjoys spending time with wife Alissa and his two young daughters – Brianna and Ashlynn. He is an avid Philadelphia sports fan and enjoys playing golf, camping and fishing.
In My Own Words… “Mindfulness in financial planning is about communicating with clients to keep them properly updated on the progress of their financial plans. Each time I speak to a client, I feel it helps bring them closer their goals.”
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Brad is a CERTIFIED FINANCIAL PLANNER™ and Wealth Advisor at Levy Wealth Management Group. As part of his ongoing activity, Brad provides comprehensive wealth management services to a diverse group of clients.
Brad joined the Levy Wealth Management Group in 2021. Prior to joining the team, Brad was a relationship manager at Goldman Sachs Personal Financial Management in Langhorne, PA where he provided customized personal financial planning to high-net-worth individuals.
Brad received his B.S. in Accounting from Towson University in 2009 and is currently Series 7 and 63 registered with LPL Financial and maintains his life and health insurance license.
On a personal note, Brad resides in Philadelphia and enjoys coaching soccer, playing squash and spending time with friends and family.
In my own words… “The most rewarding part of being an advisor is seeing our clients confidently pursue their goals because of the planning that we put in place.”
Lisa is a Client Services Associate at Levy Wealth Management Group. Lisa began her career at Leon L. Levy & Associates in 1988 where she specialized in all aspects of client support with an emphasis on life and health insurance policy administration and service management. Now with Levy Wealth Management Group, she gathers and organizes financial information and assists the wealth advisors in preparing for client review meetings. She is also specialized in organizing all business travel.
Lisa is licensed in life and health insurance. She also has completed a LOMA Associate in Customer Service (ACS) certification.
In my own words… “When it comes to thinking about how people should think about their finances, I believe every situation is different, therefore, it is best to work with a knowledgeable, caring company to help you protect your present and future.”
Donna is a Client Services Associate for Levy Wealth Management Group and a Customer Services Manager for Leon L. Levy & Associates.
Donna has over 30 years of experience in the financial services industry. She joined Leon L. Levy & Associates in 1987, helping individuals with service and policy management specializing in life, long term disability and long-term care insurance. She also oversees all new applications for insurance.
She is life and health licensed and she also has completed a LOMA Associate in Customer Service (ACS) certification.
In her free time, she enjoys going to the beach, socializing with friends, and taking mini summer trips to see the Phillies play in other states.
In my own words… “I am great at getting results for clients – the results clients want. I strive to go above and beyond and exceed our clients’ expectations.”
Desiree is an Administrative Assistant with Levy Wealth Management Group, as well as our “Ambassador of First Impressions,” welcoming clients to our firm. She is also an Executive Assistant to our founder, Leon L. Levy.
Desiree has previously worked as an Administrative Assistant in real estate and law firms. She has studied Cultural, Science, and Technology at the Community College of Philadelphia and grew up in South Philadelphia where she still currently resides.
In her free time, she enjoys going down the shore with her husband, Anthony, and their three children, Anthony (14), Salvatore (13) & Valentina (6). She also travels to different baseball stadiums during baseball season.
In my own words… “I have a strong customer service philosophy and love assisting coworkers and clients. Helping others in any way is always very rewarding.”
Michele is a Senior Operations Associate at Levy Wealth Management Group.She spent the first portion of her career in various operations-related positions for Vanguard and Equitable Advisors. Prior to joining our firm, Michele was the Client Service Management and Event Coordinator for Motz Wealth Management in Harleysville, PA.
Michele received a B.S. in Economics and Finance from West Chester University. She is currently Series 7 and 63 registered with LPL Financial.
Michele lives in Abington with her husband and grown children. In her spare time, she enjoys going to the movies and quilting.
In my own words…I am excited to join this team and to assist in helping clients pursue their financial goals.
Tim is a Client Services Associate at Levy Wealth Management Group. Prior to joining the team, Tim worked as an Operations Associate at JP Morgan within the Corporate & Investment Banking division.
He received a Bachelor of Business Administration in Marketing from Temple University’s Fox School of Business in 2015. He currently holds a Series 7 registration through LPL Financial and Series 66 registration through both LPL Financial and Levy Wealth Management Group.
He grew up in Hatboro and currently resides in Fishtown. Outside of work, Tim enjoys spending time with friends and family as well as playing golf. He attributes his strong work ethic to caddying at the Huntingdon Valley Country Club.
In my own words… “I enjoy helping people work toward their goals. I believe being consistent and disciplined over a long period of time can improve any aspect of your life.”
Ryan is a Chartered Alternative Investment Analyst and Wealth Strategist at the Levy Wealth Management Group where his primary responsibilities include portfolio management oversight and trading, research and manager due diligence, and participation and leadership on the LWMG Investment Committee.
Ryan spent the first portion of his career in several investment-related positions at JPMorgan, and prior to joining Levy Wealth Management Group he was a Portfolio Manager at Legacy Advisors.
Ryan received a B.S. in Business Administration with a concentration in Management from the University of Delaware. He is currently Series 7, 63, and 66 registered with LPL Financial.
In My Own Words… “The thing I love most about my work is being able to use my creativity. I fully believe that building portfolios, managing risk and return, is the key to long term success.”
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Rex is a Wealth Strategist at the Levy Wealth Management Group where his primary responsibilities include client portfolio management oversight and trading, equity analysis and research, manager due diligence, and participation and leadership on the LWMG Investment Committee.
Rex spent the early part of his career at private equity firms, where he specialized in business development and due diligence. Prior to working at LWMG, Rex served as Vice President & Trading Specialist for Pershing LLC, a BNY Mellon Company.
Rex received a Bachelor’s in Science from the University of Delaware where he majored in Finance and Economics and was an active member of the UD Men’s Crew team for all four years. He currently holds Series 7 & 24 registrations through LPL Financial and Series 66 registration with both LPL and Levy Wealth Management Group. In addition, Rex holds the Certified Investment Management Analyst® certification administered by the Investment & Wealth Institute and taught in conjunction with the Yale School of Management.
Rex grew up outside of Philadelphia and currently lives in the Fairmount section of the city. In his spare time, Rex is an avid golfer & Philadelphia sports fan. He enjoys spending time at the shore with his friends and family during the summer months.
In my own words…My favorite part of the job is watching our clients commit to their financial goals. We succeed when our clients succeed.
Josh is an Administrative Associate at Levy Wealth Management Group, supporting and overseeing the business planning and financial management of operations.
Josh began his career at Leon L. Levy & Associates in 2013 in service support while pursuing his degree in accounting. In 2015, Josh received his Bachelor’s of Science in Accounting from Temple University’s Fox School of Business.
In my own words… “The best feeling is when I present financial statements to the principals. I love being part of a team and taking a leadership role.”
Paula is an Administrative Assistant at Leon L. Levy & Associates where she began her career in 1976. She specializes in all aspects of advisor support including client communications such as correspondence and oversees the production of The Levy Light.
Paula has completed her certification in LOMA and in addition maintains a LOMA Associate in Customer Service (ACS) certification.
She has served as a volunteer for both the Ronald McDonald House and MANNA.
In my own words… “What I enjoy most about my work is reaching out to clients and getting a positive response. Also, working with high quality people who possess a strong work ethic like myself.”
Betty is an Administrative Assistant with Levy Wealth Management Group and also oversees “first impressions” at our firm. Betty began her career at Leon L. Levy & Associates in 2001. She specializes in all aspects of advisor support including licensing, continuing education management and scheduling. She also welcomes clients to our firm and makes certain that their experience in visiting our office is a positive one.
She has served as a volunteer for both the Ronald McDonald House and MANNA.
In my own words… “The qualities I possess that make me best suited to do what I do are professionalism, organizational skills, communication, motivation, promptness and following through with tasks.”
Judith is a Financial Paraplanner Qualified Professional™ and serves as Operations Manager at Levy Wealth Management Group. Prior to joining the Levy Wealth Management Group in 2011, she has held a variety of positions in pharmaceutical research, systems data analysis, and bookkeeping.
She received a B.S. at Cornell University in pre-veterinary medicine. In her spare time, Judith likes to spend time in nature, with her grandchildren, and doing something creative.
In my own words… “What I like most about wealth management is that we are helping people pursue financial confidence and financial freedom.”
