John Levy's Location
Hilton Head Island, SC, US
John Levy's Work
- First Vice President - Investments @ Wells Fargo Advisors
- Senior Account Manager @ Dun & Bradstreet Europe
John Levy's Education
- Southern Illinois University, Carbondale
BS (Communications)
1980 - 1985
John Levy's Skills
- Estate Investment Planning
- Fixed Income Strategies
- Strategic Planning
- Investment Planning
- Retirement Planning
- Insurance Planning
- Mutual Funds-Bonds-Equities-Annuities
- Asset Allocation
- 401 (k) rollovers
- Tax Efficient Strategies
John Levy's Summary
John Levy, based in Hilton Head Island, SC, US, is currently a First Vice President - Investments at Wells Fargo Advisors, bringing experience from previous roles at Dun & Bradstreet. John Levy holds a 1980 - 1985 BS in Communications @ Southern Illinois University, Carbondale. With a robust skill set that includes Estate Investment Planning, Fixed Income Strategies, Strategic Planning, Investment Planning, Retirement Planning and more, John Levy contributes valuable insights to the industry. John Levy has 2 emails and 1 mobile phone number on RocketReach.
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