Bio
Jack has over 27 years of financial industry experience. He began his career in corporate finance as a Financial Analyst then worked in institutional investment management serving as an Equity Analyst and Portfolio Manager for healthcare sector-focused mutual funds and long-short equity funds.
Bio
From the time he graduated high school, Mitch knew what he wanted to do: help people achieve financial independence. Along the way, he worked for two large financial corporations before joining Wealth Enhancement Group in 2021. Helping people has always been a passion of Mitch’s, and he feels blessed to have the opportunity to apply his knowledge and compassion in effort to assist clients prepare for their financial future.
Bio
Tim began his career in the financial services industry with JP Morgan and later joined the Levy Wealth Management Group as a wealth advisor. As a financial advisor with the Wealth Enhancement Group, Tim takes the time to understand what is important to each client and offers a wide variety of investment strategies tailored to the client’s particular needs and values.
Bio
Wesley began his career as an auditor with various accounting firms in Philadelphia. He later shifted into the wealth advisory field with the Levy Wealth Management Group. In his current position as a financial advisor with the Wealth Enhancement Group, Wesley uses his knowledge and experience to help his clients achieve their long-term financial goals. In his free time, Wesley enjoys skiing and trips to the shore.
Bio
Prior to joining the Wealth Enhancement Group as a financial advisor, Jason held positions with AXA Equitable Life Insurance and the Levy Wealth Management Group. As part of his advisory practice, he provides comprehensive wealth management services, including retirement planning, for a diverse group of clients.Jason and his wife, Alissa, have two daughters, Brianna and Ashlynn. In his free time, Jason, an avid Philadelphia sports fan, enjoys golf, camping and fishing.
Bio
Prior to joining the Wealth Enhancement Group as a financial advisor, Joseph held positions as a portfolio manager and advisor with the Levy Wealth Management Group and Lockwood Advisors. Joseph is dedicated to providing customized wealth management services to a wide range of clients. He specializes in asset allocation implementation and customization of plans for high-net-worth individuals.
Bio
Michael brings a strong background in investment and retirement planning for high-net-worth clients to his current position as a financial advisor with the Wealth Enhancement Group. He began his career with The Vanguard Group and later joined the Levy Wealth Management Group, a personal financial planning and corporate retirement planning practice.
Bio
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.
Bio
Born in Fort Myers, Joe is a true South Florida native whose passion for finance and portfolio management led him into the financial industry as an intern analyst during his senior year of college. Joe joined Wealth Enhancement Group in 2022 through the Integra Capital Advisors acquisition. His role provides him with the opportunity to offer his clients objective, fiduciary advice on how to best prepare for their financial futures.
Bio
Stephanie meets with existing and prospective clients to review their assets and provide ongoing investment guidance. Every relationship begins with a prospective client looking for investment guidance. From there the relationship develops into far more. She believes the client-advisor relationship goes beyond investment consulting. She wants to understand how each client values their money to create a plan that is best for them and their family.
