Sam Levin

Wealth Planner at Congruent Wealth

Role
Wealth Planner at Congruent Wealth
Location
Jacksonville, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Wealth Planner

    Congruent Wealth

    Oct 2025 — Present · Jacksonville, FL, US

Education

  • Elon University

    Bachelor of Science - BS

    2020 — 2024

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Sam Levin — Wealth Planner at Congruent Wealth in Jacksonville, FL, US | Unifers