Justin Levy

Justin graduated from Penn State in 2018, majoring in Finance and minoring in Entrepreneurship & Innovation and Information Sciences Technology. Prior to joining Karr Barth, Justin worked as a Financial Advisor for Merrill Lynch Wealth Management providing advice, financial planning, and educating clients on the platforms for Bank of America and Merrill's Investment Advisory Program services. He currently maintains Series 7 & 66 licenses, PA Life, Accident & Health Insurance license. Additionally, he holds the Capital Markets & Securities Analyst (CMSA)® and Financial Planning & Wealth Management (FPWM)™ certifications from the Corporate Finance Institute. He plans to sit for the CFP® exam in March 2025.  

In his free time, Justin enjoys playing soccer and participating in various forms of martial arts. When not competing himself, he can be seen supporting Penn State athletics and watching hockey. Growing up listening to classic rock music, he is an avid concert-goer and is always interested in being introduced to new music. Giving back to the community has always been an important part of Justin's life. He volunteered as the Head Chairman for the Autism Speaks U charity at school, was a mentor for Northeast Pennsylvania SCORE (SBA) helping entrepreneurs navigate their way to small business success and currently helps out with the Special Olympics PA.

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. AGE 7072250.1 (10/24)(exp. 10/28)