Mr. Levy joined Vantage Financial Group in 2020 and is an advisor at the Vantage Toledo office. He started his investment career in 2015 when he got licensed and worked for a local regional bank in Northwest Ohio. His practice focuses on assisting clients with asset management, risk management, cash flow planning, retirement planning and business succession planning. Although Alex can help clients of all types, his niche market is working with medical professionals and business owners.
Alex is a graduate of Kent State University with a Bachelor of Business degree in Finance. He currently resides in Sylvania, OH with his wife Alyson and son Leo. When Alex is not working, he enjoys spending time with his family and traveling.
Alex is a Registered Representative and an Investment Adviser Representative (Series 7, 63) with Cetera Advisor Networks LLC, a registered broker/dealer, member FINRA/SIPC, and a registered investment adviser. Alex is also licensed to sell Life, Accident & Health, and Annuity insurance in multiple states around the US.