About Chad Levy
Chad Levy, CFP® is a Financial Advisor for Excelsior Wealth Management at Morgan Stanley. His primary roles include providing introductions for the team, building holistic financial plans, maintaining relationships with existing clients, evaluating investments, and conducting 401(k) education sessions.
Chad graduated from the University of Connecticut, where he received his Bachelor’s degree in Economics. Chad started his career as an advisor with ING Financial Partners, where he built his own book of business and became the top producer from his graduating class. After two highly successful years with the group, he joined Excelsior Wealth Management in 2015, where he has leveraged his network to bring in new business for the team. In his tenure with the team, he acquired his Certified Financial Planner (CFP®) designation where he continues to develop his extensive knowledge in the wealth management field.
Originally from Roslyn, NY, Chad has participated in a number of philanthropic ventures and charities such as Meals on Wheels, Toys for Tots, and the American Cancer Society. Chad currently lives in Manhattan and in his free time, he enjoys tennis, martial arts, biking and playing guitar.
Securities Agent: VT, OH, UT, SD, SC, VA, PR, PA, OR, WY, TX, NY, NV, NJ, NE, NC, MT, MS, MN, MI, ME, MD, MA, LA, KY, CA, HI, CT, DE, DC, GA, NH, CO, IL, AZ, ID, FL, AR, AL, RI, IN, TN; General Securities Representative; Investment Advisor Representative