Stephanie Levy

Stephanie Levy

Operations Assistant

In May 2016, Stephanie joined the Diversified team as an Operations Assistant. In that role, she supports the back-office team in such aspects as investment and insurance applications, internal record keeping, and other account setup and maintenance needs.

Stephanie is no stranger to the financial and customer service fields, having worked as both a bank teller and a loan officer since 2003.

In her hometown of Frederick, Maryland, Stephanie studied criminal justice at her local community college. As part of her education, she’s also competed on a national level with the Police Explorers (a police training and education program sponsored by the Boy Scouts of America).

Outside of the office, Stephanie enjoys reading and attending music concerts. She also cherishes the time she spends with her husband, Jay, and their dogs, Jackie and Connor.

Phone: 302-765-3500 ext 9
E-mailoperations@lifelongadvisors.com

 

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2200 Concord Pike, Suite 104
Wilmington, DE 19803

Phone: 302.765.3500