Todd Levy

Todd Levy, AIFA, QKA, serves as the Managing Director of Advisory Services at Daybright Financial since July 2025, leading a national team of fiduciary advisors in retirement and wealth management solutions. With over 20 years of experience in the retirement plan and advisory industry, Todd specializes in aligning investment strategies with client goals while maintaining regulatory compliance and providing personalized service. Prior to Daybright Financial, Todd held the role of Managing Director at The Retirement Plan Company, LLC, and was Chief Investment Officer at Ingham Retirement Group, where significant achievements included growing qualified plan business to a $2 billion asset base. Todd's career also includes positions at Associated Financial Consultants, Herzog Heine Geduld (a Merrill Lynch company), and First Union National Bank, focused on business development, trading, and asset management strategies. Todd holds a Bachelor of Arts in Finance from Syracuse University, earned in 1996.