Leon L. Levy & Associates
Leon L. Levy
Founder
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Leon L. Levy
Phone: 215-875-8710
Fax: 215-875-8717
Email: leon@leonlevy.com
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.
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.”
Bio
Victor Levy
Principal
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Victor Levy
Phone: 215-875-8720
Fax: 267-238-5439
Email: vlevy@levywealth.com
Victor is a CERTIFIED FINANCIAL PLANNER™ Professional, Principal of Leon L. Levy & Associates, and Managing Director of Levy Wealth Management Group.
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 member of the Pennsylvania Bar Association and the American Bar Association.
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 family, playing his Martin guitar, traveling and exercising.
In my own words… “I believe that any dream, when planned, can be achieved.”
Bio
David H. Levy
Principal
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David H. Levy
Phone: 215-875-8710
Fax: 267-238-5454
Email: david@levybenefitsadvisors.com
David is a Chartered Life Underwriter® (CLU®), a Principal of Leon L. Levy & Associates and Managing Director of Levy Benefits Advisors. In addition, he maintains a variety of industry designations such as Registered Employee Benefit Consultant® (REBC®), CHARTERED FINANCIAL CONSULTANT® (ChFC®), Registered Health Underwriter® (RHU®) and a Life Underwriting Training Council Fellowship (LUTCF).
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 Philadelphia. 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.”
Bio
Joshua Goldberg
Controller
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Joshua Goldberg
Phone: 267-238-5422
Fax: 267-238-5446
Email: josh@leonlevy.com
Josh is the Controller at Levy Organization, 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.
Bio
Donna McPeake
Client Service Manager & New Business Coordinator
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Donna McPeake
Phone: 267-238-5416
Fax: 267-238-5436
Email: donna@leonlevy.com
Donna is a Client Service Manager, New Business Coordinator, and Scheduling Coordinator for Leon L. Levy & Associates and Levy Wealth Management Group.
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.”
Bio
Betty Samarco
Licensing Coordinator & Advisor Support Administrator
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Betty Samarco
Phone: 267-238-5401
Fax: 267-238-5451
Email: betty@leonlevy.com
Betty is a Licensing Coordinator, Advisor Support Administrator, and also serves as Director of First Impressions at Levy Organization. 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.”
Bio
Paula Gill
Advisor Service Administrator
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Paula Gill
Phone: 267-238-5410
Fax: 267-238-5459
Email: paula@leonlevy.com
Paula is an Advisor Service Administrator at Leon L. Levy & Associates, where she began her career in 1976. She specializes in all aspects of advisor support including client communications such as correspondence and the Levy Light.
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.”
Bio
