Stephanie Levy, FPQP™
In May 2016, Stephanie joined the Diversified team as an Operations Assistant. Since April 2018, she has been Kyle Hill’s Associate Planner, and in March 2020, she earned her Financial Paraplanner Qualified Professional designation.
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.
Diversified, LLC does not provide tax advice and should not be relied upon for purposes of filing taxes, estimating tax liabilities or avoiding any tax or penalty imposed by law. The information provided by Diversified, LLC should not be a substitute for consulting a qualified tax advisor, accountant, or other professional concerning the application of tax law or an individual tax situation.
Nothing provided on this site constitutes tax advice. Individuals should seek the advice of their own tax advisor for specific information regarding tax consequences of investments. Investments in securities entail risk and are not suitable for all investors. This site is not a recommendation nor an offer to sell (or solicitation of an offer to buy) securities in the United States or in any other jurisdiction.