Leon serves as Founder and Senior Lead Advisor at Levy & Associates. For over six decades, Leon has devoted his life and career to helping people pursue financial confidence through his deep knowledge and experience in life and health insurance and overall risk management.
Leon completed course work at Temple University and the University of Pennsylvania in risk management and insurance. He is licensed in life and health insurance and maintains his Series 6 which is registered at LPL Financial.
He is active in a variety of organizations including the Academy of Vocal Arts where he serves as a Board Member, the Susan G. Komen Philadelphia where he serves as a Board Member, Congregation Mikveh Israel where he is President Emeritus, The Lanesborough where he is the Condominium Association President, and the Jewish Federation of Southern New Jersey where he is a Board Member Emeritus.
In my own words… “I enjoy the opportunity to provide help and inspire confidence to businesses and families at the time they most need it.”
President and Managing Director of Wealth Management
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.”
David H. Levy
Vice President and Managing Director of Employee Benefits
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.”
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.”
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).”
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.”
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.”
Josh is a Controller at Levy and Associates. He spends his time supporting and overseeing the business planning and financial management of operations at Levy & Associates.
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. He is actively working to complete his studies to become a Certified Public Accountant.
Donna is a Scheduling Coordinator, an Executive Assistant to Victor Levy, and Lead Customer Service Administrator for individual life and health insurance.
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.”
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.”
Jill is an Account Coordinator for Levy and Associates. She specializes in group insurance with a specialty in the preparation and presentation of renewal rates for group medical insurance, group disability insurance and group life insurance. She joined Leon L. Levy & Associates in 2004.
She is also life and health insurance licensed.
She began her career at Law Enforcement Health Benefits, a specialty firm in Philadelphia concentrating on the service and support of corporate benefits for the law enforcement community.
Jill also has a Bachelor’s of Science in Business Administration from Pierce College
In her free time, Jill enjoys traveling to the beach, watching sports and spending time with her family.
In my own words… “Having access to proper medical insurance can improve people’s lives and their health.”
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.”
Maria is a Sr. Client 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 2000.
Maria began her career at US Life Insurance Company, then moved to Allstate Financial and Brokerage Concepts.
She has an Associate’s Degree in Business Management from Pierce College.
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."
Mary is a New Business Coordinator at Levy & Associates. Mary began her career at Leon L. Levy & Associates in 1984. She specializes in all aspects of support for life, disability and long term care insurance implementations including the procurement and design of illustrations, underwriting and policy finalizations and delivery.
Mary is licensed in life and health insurance. She also has completed a LOMA Associate in Customer Service (ACS) certification.
She is a Board Member of the Leon L. Levy & Associates Employee Philanthropy Foundation and is a Former Board Member of the Bucks County Bears Athletic Association.
In my own words… “People should think about their insurance as a safeguard and key component to any sound financial plan.”
Lisa is a Client Service Administrator at Levy & Associates. Lisa began her career at Leon L. Levy & Associates in 1988. She specializes in all aspects of client support with an emphasis on life and health insurance policy administration and service management. 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.”
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.”
Paula is an Advisor Service Administrator at Levy & Associates. Paula began her career at Leon L. Levy & Associates in 1976. She specializes in all aspects of advisor support including client communications such as correspondence, The Levy Light and the Levy & Associates website.
Paula has completed her certification in LOMA and in addition, 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.”
Don't hesitate to get in touch with us. We would love the opportunity to become your trusted advisor.
Levy & Associates has been recognized by the following:
Victor Levy, 2016 Recipient - Awarded to financial advisors advising at least $50 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record.
Securities and Advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
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