Levy Organization Employee Directory

Levy Organization corporate office is located in 1818 Market St Ste 3232, Philadelphia, Pennsylvania, 19103, United States and has 11-50 employees.

levy organization

levy & associates

levy wealth management

levy wealth management group

Employees by Department

Departments

Number of employees

Finance

2

Human Resources

1

Operations

1

Key Employees of Levy Organization

Levy Organization Global Presence

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North America1-10

Index of contact profiles from Levy Organization

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Contact Name
Contact Info
Job Title
HQ Location
12

Former Employees at Levy Organization

Explore people who held key positions, contributed to Levy Organization's success, and advanced their careers.

VL

Victor Levy

Senior Vice President,... at Wealth Enhancement

Worked as President

at Levy Organization (1993-2024)

Flame icon indicating likelihood to engage via phone.email Victor Levy Email Flame icon indicating likelihood to engage via email.direct Victor Levy Direct
JR

Joseph Robostello

Senior VP, Financial &... at Wealth Enhancement

Worked as Lpl Financial Advisor & Client Relationship Ma...

at Levy Organization (2013-2025)

Flame icon indicating likelihood to engage via phone.email Joseph Robostello Email Flame icon indicating likelihood to engage via email.direct Joseph Robostello Direct
VF

Victoria Freece

Director, Team Operati... at Wealth Enhancement

Worked as Director, Operations

at Levy Organization (2022-2024)

Flame icon indicating likelihood to engage via phone.email Victoria Freece Email Flame icon indicating likelihood to engage via email.direct Victoria Freece Direct
TD
Mask Content

Financial Advisor at Wealth Enhancement

Worked as Associate Advisor

at Levy Organization (2023-2024)

email Timothy DeCarolis Email direct Timothy DeCarolis Direct
BH
Mask Content

Financial Advisor at Steel Tower Investment...

Worked as Financial Advisor

at Levy Organization (2021-2023)

email Bradford Hess Email direct Bradford Hess Direct
GR
Mask Content

Senior Auditor at Interclypse

Worked as Administrative Wealth Management Summer Associ...

at Levy Organization (2022-2022)

email Gregory Rothkoff Email direct Gregory Rothkoff Direct

Explore More

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Frequently Asked Questions Regarding Levy Organization Employees

How many employees does Levy Organization have?
Levy Organization has 11-50 employees Who are Levy Organization key employees?
Some of Levy Organization key employees are Michael Clatterbuck, Joshua Goldberg, Wesley Wasserman, Michele Tinsman, Desiree Fusco Where is Levy Organization located?
Levy Organization’s headquarters are located at 1818 Market St Ste 3232, Philadelphia, Pennsylvania, 19103, United States How do I contact Levy Organization?
Levy Organization Contact Info: Phone number: (215) 875-8710 Website: www.levywealth.com What does Levy Organization do?

The Levy-Clatterbuck-Robostello Team specializes in comprehensive wealth management, offering services such as financial planning, investment management, tax strategies, and estate planning. They focus on organized financial planning to holistically manage the needs of families and businesses. Their intended clients include individuals seeking pers... onalized financial solutions and businesses looking for retirement plan consulting and employee benefits programs. The team is dedicated to fostering ongoing communication and collaboration to help clients achieve their financial goals.Read More

 Is Levy Organization a public company?
Levy Organization is private company therefore does not currently have an official ticker symbol
See more information about Levy Organization Employees

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