David Levy

David P. Levy, CFP®

Lifelong Financial Advisor, Partner

David joined the Diversified team in 2007.  In David’s role as Financial Planner, he focuses on comprehensive planning with clients to help them pursue their financial goals. Like all the planners at Diversified, David helps clients with a concierge approach to their plan, and works closely with other industry professionals to bring the clients financial plan to completion—all in an effort to give the client the best possible service and peace of mind.

David graduated in 2007 from the University of Delaware with a B.S. in Leadership, and continued his industry education by obtaining his series 7, 63, 65, health and life insurance licenses as well as the CERTIFIED FINANCIAL PLANNER™ designation.

David has won the Five Star Wealth Advisor award in Philadelphia and Delaware every year since 2010 for his overall client satisfaction.  Adding value to both the team and the clients, David is happy to be a part of the Diversified family. Outside of Diversified, David is a member of the University & Whist Club and the DuPont Country Club where he enjoys playing golf.

David Levy Linked In

Phone: 302-765-3500 ext 3
E-mail: David@lifelongadvisors.com

50 POINT WEALTH CHECK-UP

When was the last time you took the necessary time to review ALL the areas pertaining to your lifelong financial well-being? If your answer is “not lately,” you are not alone. We can help.

50 critical financial questions which drive your financial life.

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2200 Concord Pike, Suite 104
Wilmington, DE 19803

Phone: 302.765.3500