Levy Wealth Management Group
Victor is a CERTIFIED FINANCIAL PLANNER™ Professional, Principal of Leon L. Levy & Associates, and Managing Director of Levy Wealth Management Group.
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 member of the Pennsylvania Bar Association and the American Bar Association.
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 children, playing his Martin guitar, traveling and exercising.
In my own words… “I believe that any dream, when planned, can be achieved.”
Director of Operations & LPL Financial Advisor
Michael is a CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Financial Consultant®, and Director of Operations 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 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.”
Analyst and Compliance Officer
Don is an Investment Analyst and Compliance Officer at Levy Wealth Management Group. Don has 35 years of financial services experience and previous to joining Leon L. Levy & Associates 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 Langhorne, Pennsylvania.
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).”
LPL Financial Advisor
Joe is a CERTIFIED FINANCIAL PLANNER™ Professional, a Chartered Special Needs Consultant®, and a LPL Financial Advisor and Client Relationship Manager 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 for high net worth individuals.
Joe 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, 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.”
Client Service Manager
Judith is a Financial Paraplanner Qualified Professional™ and serves as a Client Service Manager and Advisor Support Specialist 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.”
Lisa Di Stefano
Client Service Specialist
Lisa Di Stefano
Lisa is a Client Service Administrator 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 all the content for and assists the 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 insurance, 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.”
Client Service Manager & New Business Coordinator
Donna is a Client Service Manager, New Business Coordinator, and Scheduling Coordinator for Leon L. Levy & Associates and Levy Wealth Management Group.
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 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 their expectations.”