Josh Adam Levy
Planning Associate @Morgan Stanley
New York, NY, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Feb 2025 — Present
Planning Associate @Morgan Stanley
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Purchase, NY, US
Licensed Associate providing Morgan Stanley Financial Advisors with dedicated financial planning support to promote growth. Operating as an extension of the Financial Advisor’s team, I collaborate with clients and prospects to develop effective goals-based financial plans that strengthen client relationships, and improve outcomes.
EDUCATION
N/A
Binghamton University
Finance
ABOUT JOSH ADAM LEVY
As an analyst at Morgan Stanley, I work at the intersection of financial planning and…
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