Scott G Levy

Scott G. Levy is a Managing Director with Calle Financial Network, LLC. Prior to joining the firm in 2016, Scott was affiliated with another financial services firm for two years and was selected as their new advisor of the year in 2015. Scott has served in leadership positions with entrepreneurial firms as well as at Accenture.

Scott believes that by understanding what's important to individuals, business executives and small-business owners, he is able to provide clients with high-quality ideas and solutions that fit their particular needs.

Scott resides in Newtown, with his wife, Nurit, and their two children Jefferson and Lynx. Scott believes in supporting the community and is active his local Rotary Club as well as other charitable endeavors. He is an avid sportsman who enjoys running, skiing, golf, tennis and basketball. Scott is active in mentoring and sharing knowledge with young adults and has lectured at local universities.

Scott earned his Masters of Business Administration in Finance from the Stern School of Business at New York University after earning a degree in general management specializing in finance and marketing from Case Western Reserve University. Scott is Series 7, 24 and 66 licensed with FINRA. He was conferred by the Certified Financial Planner Board of Standards, completing all the requirements to use the Certified Financial Planner™ mark.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC , to residents of: CA, DC, DE, FL, GA, IL, MD, ME, MI, MO, NC, NH,  NJ, NY, OR, PA, SD, UT, VA, WA, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Calle Financial Network, LLC are not affiliated.