John Levy Email & Phone Number
First Vice President - Investments @ Wells Fargo Advisors
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John Levy Location
- Hilton Head Island, SC, US
John Levy Work
- 1996 - now First Vice President - Investments @
- 1987 - 1996 Senior Account Manager @
John Levy Education
- Southern Illinois University, Carbondale
BS (Communications)
1980 - 1985
John Levy 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
- Leadership
- Customer Service
- Management
- Investments
- Financial Analysis
- Mutual Funds Bonds Equities Annuities
- Project Management
- 401 K Rollovers
- 401 K Options
- 401 Rollovers
- 401 Options
John Levy Summary
- John Levy, based in Hilton Head Island, SC, US, is currently a First Vice President - Investments at Wells Fargo Advisors. John Levy brings 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 has 1 emails and 2 mobile phone numbers on RocketReach.
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