Marc Levin's Page

What is your line of work (profession)?

Wealth Management

What is your job title or description?

Financial Advisor

Company Name

Morgan Stanley

Your website

http://morganstanleyfa.com/thegoldcoastgroup

Jewish Organization(s) (past and present)

JCC, AIPAC, YJP

LinkedIn Address

http://https://www.linkedin.com/profile/preview?locale=en_US&tr...

Brag about yourself - what makes you great at what you do?

Marc is a Financial Advisor, with Morgan Stanley’s Wealth Management division. He is based in Morgan Stanley’s Great Neck office complex in Long Island, New York, along with three business partners and supporting client service associates. Marc and his team help develop customized wealth management solutions for corporations, entrepreneurs, executives and professionals. His team manages fixed income, equity and alternative investment portfolios on behalf of their clients.

What types of business contacts are you looking to make?

I am looking to network with;

High Income Individuals
-I have a vast experience in triple tax free municipal bonds. I have access to an excellent selection of municipal bonds via my firm inventory.

Small business owners
Realtors
-I specializing in helping small business owners and realtors to lower their taxable income.

Payroll Processor
-I specialize in optimizing 401k plan design to increase returns and lower management fees.