The Palm Beach Wealth Management Group at Morgan Stanley

Randy M. Levitt is a Executive Director, Family Wealth Director and Managing Partner of the Palm Beach Wealth Management Group at Morgan Stanley in Palm Beach Gardens Florida.

Randy has been a registered Financial Advisor for over two decades and was accredited as a Family Wealth Director in 2013. As a Family Wealth Director Randy focuses on asset management and planning, assisting High Net Worth Individuals and Multi-Generational Families navigate complex financial, economic and political environments. Additionally Randy has been recognized by Forbes Magazine’s list of Best-In-State Wealth Advisors in 2018, 2019, 2020, 2021, 2022, and 2023.

Prior to joining Smith Barney in 2001, Randy had a successful career in Taxation and Estate Planning with Deloitte & Touche LLP. He is both a Certified Public Accountant and a Member of the Florida Bar (non-practicing in either role). By working with a client’s other professional advisors, Randy is able to steer the investment decision-making process to try to attain the best returns while simultaneously managing the risks taken.

Randy earned his Bachelor of Science degree majoring in accounting and finance from the University of Colorado and his Juris Doctor (cum laude) from the University of Miami School of Law. Randy is very active in the community, as a member of the Board of Directors of Trustbridge , the parent organization for Hospice of Palm Beach County, Hospice By the Sea & Hospice of Broward County, as well as his long-time involvement with Leadership Palm Beach County and the Education Foundation of Palm Beach County.


2018-2023 Forbes Best-In- State Wealth Advisors
Source: Forbes.com (Awarded 2018-2023). Data compiled by SHOOK Research LLC based 12-month time period concluding in June of year prior to the issuance of the award.

A financial advisor for more than 21 years, Ben Cohen joined Morgan Stanley in 2012 and is a Senior Vice President. Ben is currently a Portfolio Management Director and provides comprehensive financial planning and asset protection strategies with a focus on medical practices, physicians, and large-business owners.

As the Palm Beach Wealth Management Group’s Portfolio Manager, Ben has an extensive background in counseling and managing clients’ assets. Ben performs ongoing administration of allocations, risk tolerances and discretionary management to help maximize financial stability. Ben has also been featured in “Ask the Experts” in the Palm Beach Post. Additionally, Ben has been recognized as one of the Forbes Best-In-State Wealth Teams (Awarded Jan 2023).

Ben received a Bachelor of Arts from the State University of New York at Albany and is a member of the Alumni Association. As a former runner, Ben has participated in over 20 marathons in such cities as Boston, Chicago, and New York. Ben and his wife, Amy, reside in Boynton Beach with their two sons, Jack and Max. Jack is 21 and attends Florida State University and Max is a junior in high school in Boca Raton.


Source: Forbes.com (Awarded Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21 – 3/31/22 For more info:
https://mgstn.ly/3fQYK3h

As the demands of your family grow and evolve, so too do the complexities of managing your wealth. Dimitri builds financial plans and develops tailored wealth management strategies for business owners, physicians, coaches & athletes, and retirees. He focuses on multigenerational wealth planning, educating younger generations, and providing practical advice to help clients define their financial goals and create an effective strategy to reach them. Dimitri strives to deliver exceptional client service, build meaningful relationships, and offer a unique family experience.

Dimitri graduated cum laude from the Villanova School of Business in 2008, where he earned a degree in finance with a concentration in entrepreneurship. He was a four-year varsity tennis player and academic standout. A proud supporter of his alma mater, Dimitri is a founding member of the Villanova Club of Palm Beach County.

Throughout his career, Dimitri has been actively involved in his community. He is passionate about leadership and setting a good example for youth. In his free time, Dimitri enjoys reading, travelling, playing golf and tennis, and training for his next endurance race. He resides in Tequesta, Florida, with his wife, Jen, newborn son, Chase, and labradoodle puppy, Bear. 

NMLS#: 1552198

Cheryl has been with Morgan Stanley and its predecessors for over 26 years and has been around the business her entire life. She started her career in the Corporate Client Group, advising Financial Advisors as to what was best for their clients in the retirement arena from sole proprietors to large corporations and was given the Thinking Outside of the Box Award. As rewarding as that was, she wanted to have an impact on her own clients’ lives and be able to help them with every aspect of their financial life and their families financial lives, so she then became a Financial Advisor. Cheryl is dedicated to helping clients grow, preserve, and protect their wealth. It is important to her to thoroughly understand her clients’ financial needs, evaluate their near term concerns, plan for their long term goals and also be a sounding board for their investment ideas in order to help them accomplish their goals.

Cheryl graduated from University of Pennsylvania Cum Laude with a major in Communications from Annenberg, a Marketing Concentration in Wharton, and minors in Psychology and Spanish. She had lived in Spain and took classes for a summer in high school and a summer in college and has a love for learning about other cultures. Her thirst for knowledge and diverse background enables Cheryl to help her clients execute their desired strategy.

Cheryl is active in the South Florida community and also has close ties to family, friends, colleagues and clients throughout the United States. She is a member of the Fort Lauderdale Chi Omega Alumnae Association and was a past President of it for 5 years. She is also very philanthropic towards a number of organizations. Cheryl resides in Boca Raton, FL with her husband Chris and their 100 pound rescue dog Dexter.

As Portfolio Associate of the Palm Beach Wealth Management Group at Morgan Stanley, Margie Schollmeyer is in charge of Operations. She is primarily responsible for servicing the needs of our high net worth Clients, which includes onboarding new relationships, cash management and the ongoing maintenance of all accounts.

Prior to joining Morgan Stanley in 2014, Margie worked at Neuberger Berman for six years as a senior vice president in charge of marketing resources. During this time, she led a centralized marketing service team of 20 professionals responsible for all print production, fulfillment, graphic design and maintenance of over 500 core product materials. Prior to that, she worked at UBS Financial Services for 15 years in a variety of roles, most recently as the director of field management, where she structured and administered development for new FAs in their first 24 months of production. Before that, she was a regional sales manager covering the state of Florida, and before that, she was a marketing manager. Margie started her career at PaineWebber, then UBS, as a sales manager for the taxable fixed income desk.

Margie holds an MBA from Baruch College in New York City and a B.A. from the College of Holy Cross, in Worcester, Massachusetts. She and her husband relocated to West Palm Beach from New York City in 2013 to enjoy the warm weather and lifestyle Florida offers.

Sarah coordinates and executes all administrative tasks for our team. With 30 years of investment industry experience, Sarah has been a pillar of the team for over 20 years.