Douglas Levy Email & Phone Number

As a Financial Advisor with Wells Fargo Advisors, I bring over thirty years of financial experience to my clients and focus on stocks, bonds and retirement plans. I am dedicated to helping individuals and families meet their financial goals by developing investment plans around their long-term objectives and risk tolerances. Throughout major shifts in the markets, I am able to help my clients structure portfolios to address their specific financial goals.Backed by the extensive resources of Wells Fargo Advisors, I look forward to working with you whether you are planning for retirement, educational account funding for your children or grandchildren, or looking to preserve your assets.I joined Kemper Securities (a predecessor company of Wells Fargo Advisors) in 1993. Through all the years of mergers and buy-outs, I have always been there, proving to be a true asset to my clients.My wife and I have two children, both in the healthcare profession. I am a food and wine enthusiast and love to cook and spend time on the beach. This information is intended for use by residents of AZ, CA, CT, FL, GA, HI, IL, LA, MA, MD, ME, NC, NH, NJ, NM, NV, NY, OH, PA, SC, TX, VA, and WA only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

• 

  Vice President-Investment Officer

  Wells Fargo Advisors

  Aug 1993 - Present

• 

  Stony Brook University

  Bachelor Of Arts (B.A.)