Jay Levy

Jay T. Levy

Operations Lead

Jay joined the Diversified team in May 2010. He began as a planner assistant, but quickly developed into the Operations Lead.  In that position he supports both administration and financial planning, as well as oversees the use of the Lifelong Wealth Planner – Diversified’s client account aggregator.

Jay is proud to bring his knowledge, creativity, and expertise in communication to the Diversified team.  He ensures the back office application, transfer, and service paperwork process runs smoothly and efficiently. With a desire to continue his professional development, Jay obtained his Health and Life Insurance License in September 2011.

Earning a B.A. in English, with a minor in writing, from McDaniel College in 2003, Jay contributed to his academic community by serving as editor of the college’s art and literary magazine his sophomore, junior, and senior years.

Outside of Diversified, Jay enjoys the arts — reading, writing, photography, drawing, and painting.  He also loves spending time with his wife, Stephanie, and dogs, Jackie and Connor. They live in Wilmington, Delaware.

Phone: 302-765-3500 ext 6
E-mailoperations@lifelongadvisors.com

 

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