MARC LEVIN
Category: Financial Planner/Advisor
Points: 5.0
Joined: 10/22/2015
Last Seen: 10/22/2015

Location:

Great Neck, NY 11021, USA

Member Tags:

401k plans, financial advisor, financial planner., Financial Planning, income tax, lower taxes, morgan Stanley, municipal bonds, pension, profit sharing, tax free investments, Taxes

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MARC LEVIN

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I'm a Financial Advisor at Morgan Stanley a top Wealth Management firm along with my team of 3 Vice Presidents. My team and I focus on providing wealth management and retention through tax management strategies to lower the taxable income burden to executives and business owners.

Marc is a Financial Advisor, with Morgan Stanley’s Wealth Management division. He is based in Morgan Stanley’s Great Neck office complex in Long Island, New York, along with three business partners and supporting client service associates. Marc and his team help develop customized wealth management solutions for corporations, entrepreneurs, executives and professionals. His team manages fixed income, equity and alternative investment portfolios on behalf of their clients.