Alex Levy

Alex Levy is a seasoned financial advisor currently with Vantage Financial Group, Inc. since November 2020, specializing in asset management, risk management, cash flow planning, retirement planning, and business succession planning, particularly for medical professionals and business owners. Previously, Alex held various roles including Financial Advisor at Wilcox Financial/Sports Management, conducting detailed financial education and planning, and Securities Analyst, performing in-depth research on investment securities. Earlier experience includes positions at Fifth Third Bank and Fifth Third Securities focusing on client relations and account management, as well as an Insurance Agent role at MassMutual Financial Group. Alex holds a Bachelor’s Degree in Finance from Kent State University, earned in 2013.