Joseph Levy, CFP®
Client Advisor
Office: Boston, MA
Team: Wealth Management
Education & Certificates
B.S., Bryant University
CERTIFIED FINANCIAL PLANNER®
Professional Background
Prior to joining CW Advisors in 2022, I spent 4 years at Morgan Stanley Private Wealth Management servicing ultra-high net worth families and institutions.
Personal Interests
Outside of work I enjoy attending Bruins games at the TD Garden, long distance running, and going out to eat with family and friends.