Scott M. Levin, CFP®, AIF®
Senior Partner
Scott M. Levin, CFP®, AIF® is the creator of The Wealth FACTOR Advantage™, and helps small business owners and financially responsible individuals by designing customized and financially innovative strategies to help achieve their goals. Scott specializes in the areas of executive benefits, business planning, personal financial strategies, investment management and estate planning strategies. He is associated with a network of professional advisors, CPAs and attorneys that allow him to access the support needed to help his clients strive towards improved financial opportunities. Scott is a proud member of the Financial Planning Association (FPA), Small Business Council of America (SBCA), and the National Association of Insurance & Financial Advisors (NAIFA).
Scott graduated from the University of Maryland with a B.S. in Finance. He and his wife, Emily, reside in Reistertown, MD., with their children Ryan and Shayna. In his spare time, he enjoys cycling, tennis and golf.
Scott M. Levin, CFP® , AIF® 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.
TC87619(1115)P