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Adam Levy

Managing Director, Investment Consulting Services at Andersen Tax

Adam Levy is a Managing Director of Investment Consulting Services at Andersen Tax. He leads the Investment Consulting Services practice in the New York office, providing comprehensive investment consulting and wealth management services to high net worth individuals, corporate executives, and family business owners.12

Adam is a CFA Charterholder and Certified Financial Planner with over 20 years of experience in advising clients on various financial matters, including:

  • Investment consulting
  • Broad-based financial planning
  • Wealth transfer and estate planning
  • Charitable giving
  • Retirement planning1

He develops personalized investment plans for his clients to help them meet their specific goals and objectives, focusing on providing independent, objective, and tax-efficient advice.1

Adam joined Andersen Tax (formerly WTAS) in 2006 and was promoted to Managing Director in 2014.2 Prior to joining Andersen, he worked as a senior consultant at EY, serving on the firm's investment advisory team.1

In addition to his client work, Adam is an active member of Andersen's 401(k), Newsletter, and Training committees. He is also known to be a frequent speaker on investment and financial planning-related topics.1

Highlights

Jun 14 · boldjourney.com
Meet Adam Levy - Bold Journey Magazine
Aug 19 · sanifit.com
Adam Levy - Sanifit
Sep 27 · andersen.com
Adam Levy Andersen investment consulting services
Adam Levy Andersen investment consulting services
Sep 27 · andersen.com
Executive Financial Consulting Services - Andersen Tax
Sep 27 · andersen.com
Financial Management - Andersen Tax
Sep 9 · businesswire.com
New York Based Directors Become Part of Andersen Tax's First ...

Related Questions

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How does Adam Levy integrate tax-efficiency into his investment plans?
What specific strategies does Adam Levy use for wealth transfer and estate planning?
How has Adam Levy's experience at EY influenced his approach at Andersen Tax?
What are some common topics Adam Levy covers in his investment and financial planning seminars?
Adam Levy
Adam Levy, photo 1
Adam Levy, photo 2
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Location

New York, New York