Scott Levy
Financial Advisor at Prehmus Financial, A Bip Wealth Company
Based in Norcross, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Norcross
Industry
Financial Services
Company size
7
Contact information
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s•••••••@prehmusfinancial.com
Phone
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Background
About Scott Levy
We are a single-source wealth management firm for successful executives, affluent individuals and business owners. Areas of expertise include: • Comprehensive Financial Planning • Advisory Services and Asset Management • Tax Strategies for High Income Clients • Retirement Analysis and Income Planning • Insurance and Risk Management • Business Succession Planning Securities and Advisory Services are offered through The Strategic Financial Alliance, Inc (SFA), member FINRA/SIPC. Scott Levy is a registered representative and investment advisor representative of SFA which is otherwise unaffiliated with Prehmus Financial Partners. Investments in securities involve risk, including the potential loss of invested principal. We do not provide customer service or enable financial transactions through this site. Should any client have any questions or concerns that are specific to his or her account, please contact our office directly. Do not post any personal, account or transaction information anywhere on this site.
Decision-makers
Other people at Prehmus Financial, A Bip Wealth Company
- WPC-Team
Warren Prehmus
Founder and Managing Partner · General Business & Management
- DPC-Team
Drew Prehmus
Partner · General Business & Management
- MFStaff
Michael Ferrell
Investment Advisor · Finance & Accounting
- GBDirector
Geoffrey Bryant
Director of Operations · Operations
- CEC-Team
Chad Edwards
Partner and Co-owner · General Business & Management
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