John Levine
,
Senior Vice President, Wealth Management Advisor
200 Park Avenue, 13th Floor
New York, NY 10166
212.338.6258
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

John E. Levine, CFP®, CPWA®, CAIA, SE-AWMA is a Senior Vice President, Wealth Management Advisor, Sports & Entertainment Advisor in the Park Avenue Office.

John joined Merrill 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 AnalystSM (CAIASM) 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.

 

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Brett Edward Dammeyer
Registered Wealth Management Client Associate
212.338.6038
About Merrill

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The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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CAIA® and Chartered Alternative Investment Analyst® are registered service marks of the Chartered Alternative Investment Analyst Association.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
John Levine is registered to do business in AZ, CA, CO, CT, DC, DE, FL, HI, IL, KS, LA, MA, MD, ME, MT, NC, NJ, NM, NY, OR, PA, RI, TN, TX, VA, VT, WA.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.