Mark Levy
Mark Levy, CIMA®, CPFA Managing Director, Investments

As a partner and Managing Director, Mark utilizes a planning process that provides the framework for tailoring client investment portfolios.  His focus of delivering superior service and value has enabled him to develop deep and long-term client relationships.

Mark has been a wealth manager for over 30 years. Prior to joining Raymond James in 2018, he was affiliated with Wells Fargo Advisors, C.E. Unterberg Towbin, CIBC Oppenheimer and Lebenthal & Company.

Mark has obtained the Certified Investment Management Analyst® (CIMA®) certification which is delivered by the Investments & Wealth InstituteTM and the Certified Plan Fiduciary Advisor (CPFA) designation from the National Association of Plan Advisors (NAPA).  He graduated from the American University with a B.A. in History.  

Mark is a committed environmentalist and birding enthusiast who spends his personal time and energies dedicated to those causes.  He served as Chairman of the Board of the New Jersey Audubon Society.

He has two children: Jenna, a recruiter for Google, and Drew, a partner in an Allstate insurance agency in West Orange, New Jersey.

Investments & Wealth Institute (The Institute) is the owner of the certification marks ”CIMA®,“ and ”Certified Investment Management Analyst®.“ Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.

Raymond James is not affiliated with the above organizations and/or charitable causes.