Team

At Worthington Financial Partners, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

Scott M. Levin, CFP® is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  Securities and Advisory services offered soley through Equity Services, Inc. Worthington Financial Partners and all other entities referenced are independent of Equity Services, Inc.

 

Scott M. Levin, CFP®

Senior Partner

(410) 527-1292 ext 231

(410) 527-9507

levin_scott@nlgroupmail.com

Scott M. Levin, CFP® is the creator of The WealthFACTOR Advantage™, and helps small business owners and financially responsible individuals by designing customized and financially innovative strategies to help achieve their goals....
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