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David is a Chartered Life Underwriter® (CLU®), Senior Lead Advisor, and a Principal and Vice President of Levy & Associates.  In addition, he maintains a variety of industry designations such as Registered Employee Benefit Consultant® (REBC®), CHARTERED FINANCIAL CONSULTANT® (ChFC®), and Registered Health Underwriter® (RHU®)  In addition, he has a Life Underwriting Training Council Fellowship (LUTCF) designation.

David began his career working during college in the home office of Phoenix Home Life Mutual Insurance Company.  Then, he spent several years serving as a benefits specialist at Brokerage Concepts.  David joined Leon L. Levy & Associates in 1992 and developed the firm/s presence as a well established corporate benefits specialty firm supporting a variety of benefit strategies like group medical insurance, group disability insurance and group life insurance.  In addition, David’s breadth of experience is also in FSA plans and COBRA administration.

David received a Bachelor of Science in Business Administration from The University of Hartford and a Masters in Business Administration from Temple University.  David is also Series 7 and 63 licensed and registered with LPL Financial and is life and health insurance licensed.

David is a member of the Million Dollar Round Table, active in the Golden Slipper Club and is the club’s immediate Past-President, President of the Levy Castle Foundation For Diabetes Research, Treasurer of the Jewish Publication Society and active in the Junior Jewish Basketball League.

On a personal note, David and his wife, Jaimi, reside in Rydal, Pennsylvania. They have two children, Sam and Jack. In his spare time, David enjoys playing basketball and getting together with his band, The Unfriended, where David keeps the beat as drummer.

In my own words… “When I think about how people should consider their insurance planning, I believe they should look at life as a series of short chapters, and focus on how the chapters relate to the overall long term picture.”

Don is a Investment Analyst and Compliance Officer at Levy & Associates.  Don has 35 years of financial services experience and previous to joining Levy Wealth Management Group in 2004, Don served as Senior Investment Analyst of the Phoenix Companies branch office in Philadelphia.

He graduated with a B.A. in Economics from Ursinus College in Collegeville, Pennsylvania. He is currently Series 7, 6, 63, & 24 registered with LPL Financial and he also maintains his life and health insurance license.

Don lives with his wife, Patricia, in North Hampton Township.

In my own words… “When it comes to thinking about their wealth, people should think about the risks of living too long (wealth accumulation) and not living long enough (risk management).”

John is a CERTIFIED FINANCIAL PLANNER™ Professional and an Associate Advisor at Levy & Associates.  John serves as a retirement planning specialist for 401(k) plans, and is also working in as an advisor of personal financial plans.  

Prior to joining Levy Wealth Management Group in 2016, John worked for The Vanguard Group in Malvern, PA specializing in retirement planning for high net worth individuals, as well as 401(k) plans.

Originally from Millville, NJ, John attended Wilmington University, where he earned his B.S. in Business Management. He also earned an M.B.A. with a concentration in finance from LaSalle University. 

John is currently Series 7, 63 and 65 registered with LPL Financial. On a personal note, John enjoys living in the Fairmount neighborhood of Philadelphia, exploring the city, traveling, and visiting the shore. He is also an avid Philadelphia sports fan and volunteers for MANNA of Philadelphia and Friends of the Wissahickon.

In my own words… “I think people should look at their wealth management with pride; being proud of the sacrifices they have made over the years to prepare for the future.”

Judith is a Financial Paraplanner Qualified Professional™ and serves as a Client Service Manager and Advisor Support Specialist at Levy & Associates.  She joined the Levy Wealth Management Group in 2011.

She received a B.S. at Cornell University.  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.”

Charlene is a Lead Customer Service Administrator for corporate life and health insurance at Levy and Associates.  She specializes in all aspects of service and support for group medical insurance, group disability insurance and group life insurance. She joined Leon L. Levy & Associates in 1998.

Charlene began her career at Guardian Life Insurance Company then joined Brokerage Concepts in King of Prussia, PA.  She is PPACA Certified and maintains her life and health insurance license.

In my own words… “People should realize that insurance is a safety net to protect them from catastrophic loss.”

Greg Harrigan, CLU, REBC, RHU is our Client Services Associate and offers a plethora of experience and training, enabling our advisors to serve our clients to the best of our ability.  He is also life and health insurance licensed.

Greg supports the process of group insurance renewals in the preparation of rates for group medical insurance, group disability insurance and group life insurance. Greg is a Chartered Life Underwriter (CLU) and he joined Leon L. Levy & Associates in 2002.

Greg began his career at Burlington Coat Factory’s corporate office then entered financial services when he joined Janney Montgomery Scott. 

In his free time, Greg enjoys writing and recording music, boxing and oil painting.

In my own words… “People should be thankful for the opportunity to obtain wealth and grateful to afford the benefits of insurance.”

Lynne is a COBRA Service Administrator in corporate health insurance at Levy and Associates.  She specializes in all aspects of service and support in COBRA administration. She joined Leon L. Levy & Associates in 2010.

Lynne began her insurance-related career in 1990

In her free time, Lynne enjoys reading, writing, sewing and travelling. She is also the author of The Insurance Decoder: How To Maximize Your Health Insurance Benefits, Minimize Out-Of-Pocket Expenses And Stay One Step Ahead Of Your Insurance Company. 

In my own words… “People should consider health insurance a costly and necessary expense."

Betty is both an Advisor Support Administrator, and also serves as Director of First Impressions at Levy & Associates.  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.  As Director of First Impressions she 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.”