Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
John E. Levine, CFP®, CPWA®, CAIA, CRPC® is a Senior Vice President, Wealth Management Advisor in the Park Avenue Office.
John joined the Merrill Lynch Global Private Client Group in January 2001. He began his career in 1987 at Sanford C. Bernstein & Co. where he was a Fixed Income Portfolio Manager. He left Sanford Bernstein to enter a Ph.D. program in Economics at University of Pennsylvania. John has an MBA in Finance from New York University's Stern School of Business (1994). John received his BA from Northwestern University (1986) where he studied Economics and Applied Mathematics. He holds the CERTIFIED FINANCIAL PLANNER™(CFP®) certification, awarded by the Certified Financial Planner Board of Standards, Inc., as well as the Certified Private Wealth Advisor® (CPWA®) and Chartered Alternative Investment Analyst (CAIA) designations. John grew up in Manhattan and graduated from St. Bernard's (1978) and Horace Mann (1982).
John works with affluent individuals and families. His wealth management approach is disciplined and customized. John first takes the time to learn about your whole life. He gains an understanding of your values and entire financial picture. John is then able to customize a wealth plan that helps to set the strategy for your financial life and help ensure that you stay on track to meet your goals.
John's investment approach utilizes Modern Portfolio Theory and Top-down analysis to design portfolios that strive to maximize risk adjusted performance on an after tax basis. Assets are allocated in keeping with your life goals as reflected in the wealth plan. Third party institutional investment managers are selected to put your strategy to work. The Fixed Income focus is generally on investment grade tax exempt and taxable Fixed Income securities.
John has owned and bred thoroughbred racehorses and is an accomplished tournament thoroughbred handicapper. John lives in Scarsdale, New York with his wife and two sons.
Northwestern University BA
New York University, MBA
Horace Mann HS
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1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.