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.
CW Advisors
CW Advisors (formerly Congress Wealth Management LLC) is a SEC-registered investment management firm, developing innovative wealth solutions for high-net-worth individuals, families, foundations and endowments. Though each of our client’s needs are unique, there are common threads to what they seek from our firm; to protect and grow assets, superior service, and sound, objective advice. We go well beyond the services traditionally associated with wealth management by providing a fully integrated approach to financial planning, investment consulting and management, and specialty services tailored to your needs. We provide our clients with access to a unique blend of seasoned investment professionals employing a collaborative process designed to reach timely, well-reasoned investment decisions. In addition, we provide an unparalleled customer service model designed to ensure a deep understanding of your situation and goals, and awareness of the personal and family/business dynamics that influence financial planning choices. Our goal is to serve as center of service and stability to assist clients with stewarding their wealth, thereby ensuring the preservation and growth of their financial assets. Registration does not imply a certain level of skill or training.