CW Advisors
Joseph Levy is a seasoned finance professional with a strong background in client advisory and relationship management. Currently serving as a Client Advisor and Relationship Manager at CW Advisors since October 2022, Joseph previously spent four years at Morgan Stanley as a Registered Client Service Associate, where involvement in a Private Wealth Management team focused on comprehensive investment strategies for high-net-worth clients. Prior experience includes a role as an Investment Specialist at Merrill Edge, where Joseph executed trade orders and managed client relationships while holding Series 7 and 66 Licenses. Additional experience includes a sales role at Burke Distributing Corporation and an internship at Northwestern Mutual. Joseph holds a Bachelor of Business Administration in Finance from Bryant University, obtained in 2017.