David Levitt
Vice President and Client Advisor at Glassman Wealth Services
Based in McLean, United States
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Seniority
Vp
Department
Sales & Business Development
Location
McLean
Industry
Financial Services
Company size
17
Contact information
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d•••••••@glassmanwealth.com
Phone
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Background
About David Levitt
In his role as a Client Advisor, David works closely with our clients as part of an interdisciplinary team of investment and financial planning professionals. He coordinates financial planning initiatives, facilitates communication between the advisory team and clients, and takes a proactive approach as he anticipates future planning opportunities and discussions. As part of an advisory team, David works closely with lead advisors to develop comprehensive financial plans and structure roadmaps for our clients’ financial journeys. Leveraging a variety of financial tech resources and software implemented at Glassman Wealth, he helps guide our clients through the steps necessary to reach their goals.
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