David Levitt, Cfp®
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David Levitt, Cfp® Email & Phone Number

Vice President and Client Advisor at Glassman Wealth Services
Location: Mclean, Virginia, United States 9 work roles 3 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Glassman Wealth Services
Role
Vice President and Client Advisor
Location
Mclean, Virginia, United States
Company size
19 employees

Who is David Levitt, Cfp®? Overview

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Quick answer

David Levitt, Cfp® is listed as Vice President and Client Advisor at Glassman Wealth Services, a with 19 employees, based in Mclean, Virginia, United States. AeroLeads shows a matched LinkedIn profile for David Levitt, Cfp®.

David Levitt, Cfp® previously worked as Client Advisor at Glassman Wealth Services and Associate Client Advisor at Glassman Wealth Services. David Levitt, Cfp® holds Financial Planning And Services from Virginia Tech.

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Email format at Glassman Wealth Services

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Glassman Wealth Services

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Profile bio

About David Levitt, Cfp®

In his role as a Client Advisor, David works closely with our clients as part of an interdisciplinary team of investment and financial planning professionals. He coordinates financial planning initiatives, facilitates communication between the advisory team and clients, and takes a proactive approach as he anticipates future planning opportunities and discussions.As part of an advisory team, David works closely with lead advisors to develop comprehensive financial plans and structure roadmaps for our clients’ financial journeys. Leveraging a variety of financial tech resources and software implemented at Glassman Wealth, he helps guide our clients through the steps necessary to reach their goals.

Current workplace

David Levitt, Cfp®'s current company

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Glassman Wealth Services
Glassman Wealth Services
Vice President and Client Advisor
McLean, VA, US
Website
glassmanwealth.com
Employees
19
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9 roles

David Levitt, Cfp® work experience

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Client Advisor

Glassman Wealth Services

Northern Virginia, Virginia, United States

I am fortunate to apply my deep passion for learning and making a positive impact in my role at Glassman Wealth. I channel this passion into helping clients achieve their financial planning aspirations through collaborative efforts, utilizing sophisticated financial analysis software, and customizing plans to align perfectly with each client's unique goals and circumstances. This approach ensures that every client receives personalized guidance and strategies tailored to their specific needs, empowering them to navigate their financial journeys with confidence and clarity.

Crisis Counselor

Crisis Text Line
Aug 2016 - Aug 2017

Opinions Section Editor

Collegiate Times

Blacksburg, Virginia, United States

Apr 2013 - Jan 2014

Volunteer

South Carolina Botanical Gardens

Clemson, Sc

Sep 2010 - May 2011
Team & coworkers

Colleagues at Glassman Wealth Services

Other employees you can reach at glassmanwealth.com. View company contacts for 19 employees →

TR Travis Russell, Cfp ® Travis Russell, Cfp ® Colleague at Glassman Wealth ServicesWashington, District Of Columbia, United States View → EK Elena K. Elena K. Colleague at Glassman Wealth ServicesFalls Church, Virginia, United States View → DS Dana Sippel, Cfp®, Aep®, Cpa/Pfs Dana Sippel, Cfp®, Aep®, Cpa/Pfs Colleague at Glassman Wealth ServicesWashington Dc-Baltimore Area, United States View → ED Eric Dunner, Jd, Cfp® Eric Dunner, Jd, Cfp® Colleague at Glassman Wealth ServicesWashington Dc-Baltimore Area, United States View → CG Colin Gerrety, Cfp®, Cima® Colin Gerrety, Cfp®, Cima® Colleague at Glassman Wealth ServicesWashington Dc-Baltimore Area, United States View → ZR Zach Rampold Zach Rampold Colleague at Glassman Wealth ServicesVienna, Virginia, United States View → CL Candace Lee, Cfp®, Ea Candace Lee, Cfp®, Ea Colleague at Glassman Wealth ServicesWashington Dc-Baltimore Area, United States View → LB Laura Barnett Cheplak Laura Barnett Cheplak Colleague at Glassman Wealth ServicesFalls Church, Virginia, United States View → TG Trey Gresh, Cfp® Trey Gresh, Cfp® Colleague at Glassman Wealth ServicesVienna, Virginia, United States View →
3 education records

David Levitt, Cfp® education

Financial Planning And Services

Virginia Tech

Activities and Societies: Financial Planning Association, Economics Club

Education record

Langley High School
FAQ

Frequently asked questions about David Levitt, Cfp®

Quick answers generated from the profile data available on this page.

What company does David Levitt, Cfp® work for?

David Levitt, Cfp® works for Glassman Wealth Services.

What is David Levitt, Cfp®'s role at Glassman Wealth Services?

David Levitt, Cfp® is listed as Vice President and Client Advisor at Glassman Wealth Services.

Where is David Levitt, Cfp® based?

David Levitt, Cfp® is based in Mclean, Virginia, United States while working with Glassman Wealth Services.

What companies has David Levitt, Cfp® worked for?

David Levitt, Cfp® has worked for Glassman Wealth Services, Alpha Financial Advisors, Llc., Crisis Text Line, Collegiate Times, and South Carolina Botanical Gardens.

Who are David Levitt, Cfp®'s colleagues at Glassman Wealth Services?

David Levitt, Cfp®'s colleagues at Glassman Wealth Services include Travis Russell, Cfp ®, Elena K., Dana Sippel, Cfp®, Aep®, Cpa/Pfs, Eric Dunner, Jd, Cfp®, and Colin Gerrety, Cfp®, Cima®.

How can I contact David Levitt, Cfp®?

You can use AeroLeads to view verified contact signals for David Levitt, Cfp® at Glassman Wealth Services, including work email, phone, and LinkedIn data when available.

What schools did David Levitt, Cfp® attend?

David Levitt, Cfp® holds Financial Planning And Services from Virginia Tech.

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