Ofer Levy Email & Phone Number
First Vice President, Wealth Management @ Raymond James
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Ofer Levy Location
- Miami, FL, US
Ofer Levy Work
- 2021 -now First Vice President, Wealth Management @
- 2008 -2021 Senior Financial Advisor, First Vice President @ Merrill Lynch Wealth Management, Bank of America Corporation
Ofer Levy Education
- Technion Israel - Industrial Engineering
Bachelor's Degree
1984-1988 - ORT in Israel
High School Diploma/GED
1975-1979
Ofer Levy Skills
- Estate Planning
- Financial Advisory
- Series 63
- Bonds
- Fixed Income
- Executive Management
- Retirement Planning
- Financial Planning
- Tax
- IRAs
- Financial Modeling
- Investments
- Finance
- Wealth Transfer Options
- 401k
- Asset Allocation
- Roth IRA
- Financial Services
- Equities
- Uniform Combined State Law
- Strategic Financial Planning
- High Net Worth Individuals
- Entrepreneurship
- Risk Management
- Asset Management
- Financial Analysis
- Wealth
- Private Equity
- Personal Finance
- Wealth Managment
- Retirement
- Securities
- Retirement Specialist
- Investment Management
Ofer Levy Summary
- Ofer Levy, based in Miami, FL, US, is currently a First Vice President, Wealth Management at Raymond James. Ofer Levy brings experience from previous roles at Merrill Lynch Wealth Management, Bank of America Corporation. Ofer Levy holds a 1984 - 1988 Bachelor's Degree @ Technion Israel - Industrial Engineering. With a robust skill set that includes Estate Planning, Financial Advisory, Series 63, Bonds, Fixed Income and more. Ofer Levy has 1 emails and 2 mobile phone numbers on RocketReach.
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