Sign In

Adam Levy

Founder • Managing Partner • Wealth Planner at Momentum Wealth Advisors

Adam Levy is the Founder, Managing Partner, and Wealth Planner at Momentum Wealth Advisors.1 He specializes in wealth planning, investment management, and financial advising. Adam has a strong educational background, including a Master's of Liberal Arts Candidate in Finance from Harvard University and a Bachelor of Science in Public Affairs with a focus on Legal Studies from Indiana University Bloomington.

Throughout his career, Adam has held several prominent positions in the financial industry:

  1. Vice President - Investments at Wells Fargo Advisors
  2. Private Client Advisor at JPMorgan Chase & Co.
  3. Vice President of Investments at JPMorgan Chase & Co.
  4. Vice President at Lenox Advisors
  5. Financial Planner at MetLife

Adam is a Registered Representative of LPL and offers securities and advisory services through LPL Financial, a Registered Investment Advisor.1 At Momentum Wealth Advisors, he approaches clients' financial pictures from a wide-angle lens, offering honest advice and helping them navigate life.2

With over 20 years of experience in the financial services industry, Adam Levy has established himself as a reputable figure in finance, known for his strategic insights and commitment to helping clients achieve their financial goals.

Highlights

Jun 24 · youtube.com
Top CEO Shares How The Recruiting Industry Works - Adam Levy
Top CEO Shares How The Recruiting Industry Works - Adam Levy
Sep 27 · andersen.com
Adam Levy Andersen investment consulting services

Related Questions

What are Adam Levy's key achievements at Momentum Wealth Advisors?
How does Adam Levy's experience at Wells Fargo Advisors and JPMorgan Chase & Co. influence his current role?
What specific investment strategies does Adam Levy specialize in?
How does Adam Levy's educational background from Harvard University and Indiana University contribute to his financial expertise?
What sets Adam Levy's approach to wealth planning apart from other financial advisors?
Adam Levy
Adam Levy, photo 1
Adam Levy, photo 2
Add to my network

Location

New York, New York, United States