Eric Levy, MBA, CFP®
Executive Director, Financial Advisor, Alternative Investments Director
Phone:
(954) 713-8485(954) 713-8485
Eric Levy, MBA, CFP®
Executive Director,
Financial Advisor,
Alternative Investments Director
Direct:
(954) 713-8485(954) 713-8485
Industry Award WinnerMy Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
My Story and Services
Eric started in the industry in 2001 at Merrill Lynch and worked on a large team consisting of seven financial advisors, two business and residential lending specialists, and two assistants. With each advisor focusing on different specialties, he was trained in every area of personal and business financial planning. This knowledge and experience give him the ability not only to understand client needs, but also to help clients understand the investment process. Eric began his career as a financial advisor at Morgan Stanley in 2002. He joined UBS in 2010, where he practiced until re-joining Morgan Stanley in 2022. He is a Financial Advisor, Certified Financial Planner™ professional, Senior Portfolio Manager, Alternative Investments Director and holds Series 7, 31 and 66 securities licenses as well as insurance licenses in life, health, and variable annuities. He is a Financial Industry Regulatory Authority (FINRA) registered representative, an Associated Person with the National Futures Association (NFA), and a Registered Investment Advisor Representative. He graduated with a double major from Florida Atlantic University with a B.A. in finance and business management and earned an M.B.A. from the H. Wayne Huizenga Graduate School of Business at Nova Southeastern University.
Eric focuses on financial planning, economic and investment strategy, and portfolio hedging strategies, with an emphasis on asset allocation and risk management in his research-based investment planning process. His extensive knowledge enables him to provide comprehensive advice in insurance, retirement, estate, and education planning. He works effectively with small business owners, professionals, divorcees, widows, and Florida Firefighters.
Eric is an avid pickleball player and snowboarder, has a history of competing in endurance races, and enjoys playing hockey. Eric was a founding member and past President of Boca Raton Triathletes. He was also involved in Tri Sharks, a business group for triathletes, The Jewish Federation of Broward County, was the founder and President of The Florida Kinds Youth Sports Foundation and serves as the Assistant Hockey Coach at Pine Crest High School. He lives in Pompano Beach, Florida, with his wife, Avril, their son, Dash, daughter Brecken and dogs Clover, Gertie, and Vail.
Eric Levy, MBA, CFP® has been recognized as an industry leader.
• Forbes/SHOOK Best-In-State Wealth Advisors, 2021, 2022, 2024, 2025
2021, 2022, 2024, 2025, and 2026 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2021, 2022,2024, 2025, 2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Education
• Florida Atlantic University, B.A. Finance and Business Management
• H. Wayne Huizenga Graduate School of Business at Nova Southeastern
University, M.B.A.
Credentials
• CERTIFIED FINANCIAL PLANNER™
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Eric focuses on financial planning, economic and investment strategy, and portfolio hedging strategies, with an emphasis on asset allocation and risk management in his research-based investment planning process. His extensive knowledge enables him to provide comprehensive advice in insurance, retirement, estate, and education planning. He works effectively with small business owners, professionals, divorcees, widows, and Florida Firefighters.
Eric is an avid pickleball player and snowboarder, has a history of competing in endurance races, and enjoys playing hockey. Eric was a founding member and past President of Boca Raton Triathletes. He was also involved in Tri Sharks, a business group for triathletes, The Jewish Federation of Broward County, was the founder and President of The Florida Kinds Youth Sports Foundation and serves as the Assistant Hockey Coach at Pine Crest High School. He lives in Pompano Beach, Florida, with his wife, Avril, their son, Dash, daughter Brecken and dogs Clover, Gertie, and Vail.
Eric Levy, MBA, CFP® has been recognized as an industry leader.
• Forbes/SHOOK Best-In-State Wealth Advisors, 2021, 2022, 2024, 2025
2021, 2022, 2024, 2025, and 2026 Forbes Best-In-State Wealth Advisors
Source: Forbes.com (Awarded 2021, 2022,2024, 2025, 2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Education
• Florida Atlantic University, B.A. Finance and Business Management
• H. Wayne Huizenga Graduate School of Business at Nova Southeastern
University, M.B.A.
Credentials
• CERTIFIED FINANCIAL PLANNER™
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Securities Agent: NM, MD, IA, WA, NH, GA, DE, AZ, WI, KS, VA, UT, TX, RI, NY, ME, ID, FL, CO, TN, NJ, MI, AL, OR, KY, MA, PA, NV, IN, IL, HI, DC, MS, SC, NC, CA, SD, OH, MO, CT, VT; General Securities Representative; Investment Advisor Representative; Managed Futures
NMLS#: 2359440
NMLS#: 2359440
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
1200 S Pine Island Rd
Ste 800
Plantation, FL 33324
US
Direct:
(954) 713-8485(954) 713-8485
Meet My Team
Christopher Railey
Senior Registered Client Service Associate
Phone:
(954) 713-8486(954) 713-8486
Keylana Nemnich
Wealth Management Analyst
Phone:
(954) 713-8487(954) 713-8487
About Eric Levy
Eric started in the industry in 2001 at Merrill Lynch and worked on a large team consisting of seven financial advisors, two business and residential lending specialists, and two assistants. With each advisor focusing on different areas, he was trained in every area of personal and business financial planning. This knowledge and experience enable him to better understand client needs, and assist clients in understanding the investment process. Eric began his career as a financial advisor at Morgan Stanley in 2002. He joined UBS in 2010, where he practiced until re-joining Morgan Stanley in 2022. He is a Financial Advisor, Certified Financial Planner™ professional, Senior Portfolio Manager, Alternative Investments Director and holds Series 7, 31 and 66 securities licenses as well as insurance licenses in life, health, and variable annuities. He is a Financial Industry Regulatory Authority (FINRA) registered representative, an Associated Person with the National Futures Association (NFA), and a Registered Investment Advisor Representative. He graduated with a double major from Florida Atlantic University with a B.A. in finance and business management and earned an M.B.A. from the H. Wayne Huizenga Graduate School of Business at Nova Southeastern University.
Eric focuses on financial planning, economic and investment strategy, and portfolio hedging strategies, with an emphasis on asset allocation and risk management in his research-based investment planning process. His extensive knowledge enables him to provide comprehensive advice in insurance, retirement, estate, and education planning. He works effectively with small business owners, professionals, divorcees, widows, and Florida Firefighters.
Eric focuses on financial planning, economic and investment strategy, and portfolio hedging strategies, with an emphasis on asset allocation and risk management in his research-based investment planning process. His extensive knowledge enables him to provide comprehensive advice in insurance, retirement, estate, and education planning. He works effectively with small business owners, professionals, divorcees, widows, and Florida Firefighters.
Securities Agent: NM, MD, IA, WA, NH, GA, DE, AZ, WI, KS, VA, UT, TX, RI, NY, ME, ID, FL, CO, TN, NJ, MI, AL, OR, KY, MA, PA, NV, IN, IL, HI, DC, MS, SC, NC, CA, SD, OH, MO, CT, VT; General Securities Representative; Investment Advisor Representative; Managed Futures
About Christopher Railey
Chris joined the team in 2011 after working for three years at the UBS Investment Center in Jersey City, NJ, where he provided advisory and brokerage services to clients and employees. He began his career in financial services in 1999 in the UBS Investment Banking division. In 2007, he was accepted into the UBS New Financial Advisor Development program, which led to his role at the UBS Investment Center, and eventually brought him to be a valued member of Seven Isles Intracoastal Group and the BEMA Group.
In addition to assisting with the day-to-day maintenance of accounts, Chris aims to enhance the client experience through an elevated service model which includes active communication with clients, processing requests, and resolving inquiries.
He holds Series 7 and 66 securities licenses, as well as insurance licenses for life, accident, health, and variable products. Originally a classically trained musician, Chris graduated from the Oberlin Conservatory of Music in 1989. After 13 years in the New York metropolitan area, he decided to move back to his native South Florida to be closer to family.
Chris is an avid gardener and enjoys traveling and exploring. An active member of The Miamians, a local barbershop chorus, he also volunteers every month with a barbershop quartet to sing to ailing children at a local hospital.
In addition to assisting with the day-to-day maintenance of accounts, Chris aims to enhance the client experience through an elevated service model which includes active communication with clients, processing requests, and resolving inquiries.
He holds Series 7 and 66 securities licenses, as well as insurance licenses for life, accident, health, and variable products. Originally a classically trained musician, Chris graduated from the Oberlin Conservatory of Music in 1989. After 13 years in the New York metropolitan area, he decided to move back to his native South Florida to be closer to family.
Chris is an avid gardener and enjoys traveling and exploring. An active member of The Miamians, a local barbershop chorus, he also volunteers every month with a barbershop quartet to sing to ailing children at a local hospital.
About Keylana Nemnich
Keylana started her career in New York City with the Morgan Stanley Rotational program where she gained experience across several divisions such as Private Banking group's Digital Client Experience, Investment Solutions Marketing, and Wealth Management. Prior to Morgan Stanley, she enhanced her technical skills with Granahan Investment Management as a valued member of the team.
As a Wealth Management Analyst with the BEMA Group, Keylana works to establish and cultivate trusting relationships with new and existing clients, proactively assisting them in understanding their investments and planning strategies. She streamlines and enhances the client experience, developing customized financial plans and asset allocation proposals.
Keylana graduated from the University of Redlands with a Bachelor's in Global Business and departmental honors in Asian Studies and holds Series 7 and 66 securities licenses as well as insurance licenses in life, health, and variable annuities.
Originally from St. Louis, Missouri, Keylana loves to travel and cook and enjoys studying the Chinese language. She now resides in Pompano Beach, Florida, with her Husband, Charles, and their cat, Bentley.
As a Wealth Management Analyst with the BEMA Group, Keylana works to establish and cultivate trusting relationships with new and existing clients, proactively assisting them in understanding their investments and planning strategies. She streamlines and enhances the client experience, developing customized financial plans and asset allocation proposals.
Keylana graduated from the University of Redlands with a Bachelor's in Global Business and departmental honors in Asian Studies and holds Series 7 and 66 securities licenses as well as insurance licenses in life, health, and variable annuities.
Originally from St. Louis, Missouri, Keylana loves to travel and cook and enjoys studying the Chinese language. She now resides in Pompano Beach, Florida, with her Husband, Charles, and their cat, Bentley.
Awards and Recognition
Forbes Best-In-State Wealth Advisors
2021-2026 Forbes Best-In- State Wealth Advisors Source: Forbes.com (Awarded 2021-2026). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.
Wealth Management
Global Investment Office
Portfolio Insights
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Retirement
Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
A Simple Six-Step Retirement Checkup
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Investing
Working closely with you to guide your wealth and investments through the most challenging market cycles.
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
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Family
Creating customized financial strategies for the challenges that today’s families face.
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
529 Plans: A Powerful Tool to Save for Education
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Business Planning
Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Financial Planning for Life After Selling a Business
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Philanthropy
Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact Eric Levy, MBA today.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures | Morgan Stanley
CRC 4665150 (8/2025)
