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 @ Raymond James
View Department
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

see less

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 2 emails and 1 mobile phone numbers on RocketReach.

Ofer Levy Emails

Found 2 emails

Ofer Levy Phone Numbers

Found 5 phone numbers

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