About
Victor began his career as an accountant at Ernst & Young. He later joined Leon L. Levy and Associates, serving primarily as a life, long term disability and long term care insurance planning advisor. Then, from this role, he developed the Levy Wealth Management Group with a focus on comprehensive wealth management. In his current role as a financial advisor with the Wealth Enhancement Group, Victor provides wealth management and consulting services for a broad range of clients, with a focus on optimizing income and managing risk, while aiming to reduce lifetime taxes.
Victor and his wife, Suzanne have three sons, Benjamin, Jonathan and Lewis. They live in Bala Cynwyd, Pennsylvania where they are both active members in the community. He is a member of the Financial Planning Association, the Financial Services Institute and the National Association of Independent Financial Advisors. In addition, he serves on the Executive Council for LPL Financial. In his free time, Victor enjoys playing the guitar, traveling and exercising.
Education
- BA-English Literature, Boston University
- JD - John Marshall Law School, Chicago
- LLM - University of Miami LLM
Awards
- Barron's Top 1,200 Financial Advisors - Pennsylvania #31¹
Awarded 3/10/25 for the period of 9/30/23-9/30-24.
Resources from Victor Levy
Current Clients
Contact me via email or me at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
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Schedule an initial consultation