David Levy
- Role
- Partner & Financial Advisor at Diversified, Llc
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About David Levy
At my core, I’m a financial planner—deeply committed to helping individuals and families…
Experience
Partner & Financial Advisor
Jun 2007 — Present
I provide integrated planning for executives and professionals who lack the time, resources, and the expertise to do it themselves. Together, I help you identify your goals, analyze your risk profile, assess your needs, and establish a plan of action for YOU. I specialize in helping you execute many important decisions around investments, retirement, pensions, Social Security, taxes, college savings, and insurance - just to name a few areas. Being a Wilmington based company, we have been working with employees of DuPont and its many spinoffs (Corteva, Chemours, Axalta, etc) for years and thus have a strong understanding of their benefits and compensation structure.
Education
University of Delaware
Bachelor of Science (B.S.), Leadership
2003 — 2007
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