Brian Levy, CFP®, CFA®SR. RELATIONSHIP MANAGER
Brian has been working in the financial planning industry since graduating in 2008 from Temple University with a degree in Mathematical Economics. He received his designation as a Certified Financial Planner, CFP®, from the CFP Board. Brian brings a wealth of knowledge and a desire to keep learning for our clients. Brian grew up in Lower Bucks County and has strong ties to the community. He and his wife Julia, along with their two sons Ben and Jack, reside in Bucks County.