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Victor is a CERTIFIED FINANCIAL PLANNER™ Professional, Lead Advisor, Principal and President of Levy & Associates.

Victor began his career at Ernst & Young where he served 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 a well established personal financial planning and corporate retirement planning enterprise.

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 the CLU designation from the American College in Bryn Mawr, Pennsylvania. He is a CPA (inactive) and member of the Pennsylvania Bar Association, the American Bar Association and the Pennsylvania Institute of Certified Public Accountants.

Victor is Series 7, 24 and 66 licensed and registered 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 kids, playing his Fender guitar, traveling and exercising.

In my own words… “I believe that any dream, when planned, can be achieved.”

Michael is a CERTIFIED FINANCIAL PLANNER™ Professional, Principal, Lead Advisor and Director of Levy & Associates.

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 served as Director of Operations, developing Levy Wealth Management Group into a well established personal financial planning and corporate retirement planning enterprise.

He is currently Series 7, 6 and 63 registered with LPL Financial and he also maintains his Life and Health Insurance licenses.

Michael graduated from Bloomsburg University and has a BS in Business Administration, 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 the sports they play, 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.”

Joe is a CERTIFIED FINANCIAL PLANNER™ Professional and a Lead Advisor at Levy & Associates. 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 for high net worth individuals.

Joe is a Chartered Financial Analyst level two candidate and is currently Series 24, 7 and 66 registered with LPL Financial.  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 and daughter Evalyn in Ardmore Pennsylvania.

In my own words… “My work process can be summarized very simply - Organize, Plan, Execute, Review, and Repeat.”

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.”