James Levy

786-532-1567 / james.Levy@alexbrown.com

James Levy is a managing director with Raymond James, in the firm’s Miami branch office. With more than 25 years of experience in financial planning and investment management, James has the accumulated knowledge and perspective to help keep you and your financial future on a steady course. He understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and needs as an investor evolve, so will your vision for the future and risk tolerance. James will be with you every step of the way offering sound advice and customized financial strategies designed specifically for you.

James endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.

Based on what he learns about you and your goals and an analysis of the current financial markets, James designs a customized investment portfolio based on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, James puts it into action and maintains the lines of communication to remain open to opportunities to adapt to life changes and new goals.

James began his career in financial services in 1996 and previously spent 15 years with Wells Fargo Advisors. Today, James provides financial and estate planning through the use of equities, fixed income securities, and managed money through Raymond James.

A native of New York, James resides in Miami, Florida. Away from the office, he enjoys golfing, traveling, and spending time outdoors with his wife, three children, and Australian Shepard.