

The Levinson Vargas Group at Morgan Stanley

Our Mission Statement
Our Story
The Levinson Vargas Group is a team of experienced financial advisors who take an active, ongoing interest in the lives of their clients in order to carry out a personalized investment strategy on their behalf. Managing wealth involves much more than reviewing investment portfolios, so we want to know where you've been and where you're going, both financially and otherwise.
With more than a combined 40 years of experience, we pride ourselves on the wide range of appropriate solutions we bring to our diverse array of clients: advertising and entertainment professionals, independent business professionals, entrepreneurs, corporate executives, couples, and individuals.
Our goal is to present wealth accumulation strategies with an emphasis on prudent growth and asset preservation, all tailored to meet the investor's long term goals. Life can be difficult to plan for, but we've been by our clients' side through birth, death, graduation, marriage, divorce, inheritance, and much more. If you'd like a complementary portfolio review, or a conversation about what our team can do for you, click the "Contact Us" button at the top of the page.
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Meet The Levinson Vargas Group
About Harlan S. Levinson
Harlan prides himself on the wide range of appropriate solutions he brings to a diverse array of clients: advertising and entertainment professionals, independent business professionals, entrepreneurs, corporate executives, couples, and individuals. His goal is to present wealth accumulation strategies with an emphasis on prudent growth and asset preservation, all tailored to help meet the investor’s long term goals. In assisting with issues including those affecting LGBT and domestic partner planning, titling and organization of assets, trusts and estates, generational asset transfer, retirement, and funding special interests, Harlan’s clients appreciate that, in many cases, his experience mirrors their own. He begins each new client relationship with an in-depth discussion exploring many topics including goals, timeline, and risk tolerance. From there, he formulates and presents a custom-tailored strategy for moving forward.
Before joining Morgan Stanley, Harlan was a Vice President and Financial Advisor at Merrill Lynch, having joined that firm in 2004. Prior to 2004, Harlan managed acquisitions for a private equity firm. Previous to that, he worked for the Bank of New York, where he co-managed the corporate foreign exchange desk, and for Morgan Grenfell, the British merchant bank, in New York and London, advising corporate treasurers on managing risk. A graduate of Choate Rosemary Hall and Lafayette College, in his spare time Harlan is an avid reader and enjoys weightlifting.
NMLS#: 579824
About Louis F. Vargas
Louis hold a BS in Accounting from Rider University and is a Qualified Plan Financial Consultant. He consistently stays updated with the latest industry trends and regulations in an effort to ensure his clients receive the most relevant and accurate advice.
Louis believes in a holistic approach to wealth management, focusing on understanding his clients’ unique financial situations, goals, and risk tolerances. He creates comprehensive financial plans that encompass investment management, tax optimization, estate planning strategies, retirement planning, and more. His client-centered approach fosters long lasting relationships built on trust, transparency, and open communication.
Louis’s philosophy is rooted in disciplined and diversified investment strategies. He emphasizes the importance of balancing risk/reward while aiming to achieve steady, sustainable growth over time. He customizes client portfolios based on investment preferences, while maintain a long term perspective to navigate market fluctuations.
Louis’s client base includes entrepreneurs, professionals, and retirees seeking to preserve and grow their wealth. He has experience working with complex financial situations, including intergenerational wealth transfers, business succession planning, and philanthropic endeavors.
NMLS#: 1894350
About Charlotte Ahdoot
Charlotte holds her Series 7 and Series 66 FINRA Registrations.
Charlotte is from Great Neck, NY but currently resides on the Upper East Side and graduated with a BA in Psychology from the University of Delaware. In her free time, she enjoys traveling, playing tennis and spending time with family and friends.

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The Power of Partnerships
About Andrew Ellis
He earned his undergraduate degree from The George Washington University and received the Financial Planning Specialist® designation from the College for Financial Planning. Andrew is originally from Lyndhurst, New Jersey and currently resides there.
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Philanthropy
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- Donor Advised Funds
- Impact Investing
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