Joseph Levy

Joseph Levy is a Client Advisor and Relationship Manager at CW Advisors, with prior experience as a Registered Client Service Associate at Morgan Stanley, where involvement in a Private Wealth Management team focused on ultra-high net worth clients was prominent. Joseph also served as an Investment Specialist at Merrill Edge, holding Series 7 and 66 licenses while executing trade orders and maintaining knowledge of financial markets and products. Earlier experience includes a role as a Sales Merchandiser at Burke Distributing Corporation and an internship at Northwestern Mutual. Joseph holds a Bachelor of Business Administration in Finance from Bryant University.