Hannah Levy
Financial Advisor | Investment & Financial Analysis | SIE, Series 7 & 63 Candidate
- Role
- Financial Professional at New York Life
- Location
- Washington, DC, US
- LinkedIn followers
- 500 followers
About Hannah Levy
Statistics and Economics graduate from the University of Virginia, preparing to begin a career in financial services.
Experience
Financial Professional
Feb 2026 — Present · Tysons Corner, VA, US
Selected into a financial advisory program focused on financial planning, client relationship management, and long-term wealth strategies.Assess client financial positions (cash flow, assets, goals) to support development of personalized financial plans.Advise on financial solutions including insurance, investment products, and retirement planning strategies.Utilize CRM tools and data analysis to evaluate client needs and inform recommendations.Build and maintain client relationships through networking, community engagement, and ongoing financial education.Licensed in Life, Health & Annuities; currently pursuing SIE, Series 7, and Series 63.
Education
Dickinson College
Statistics
University of Virginia
Bachelor of Science - BS, Statistics and Economics
Lake Highland Preparatory School
High School Diploma
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