Our Firm

World Financial Advisors is an independent financial services and wealth management firm conveniently located in the Galleria/Uptown area in Houston, Texas. We are committed to helping people pursue their financial goals and offer a wide range of financial products and services to individuals and business owners. 

Our approach and customized programs are designed to help grow and preserve your assets by delivering personalized service and expertise. We are committed to building long-term relationships that you can trust to guide you on the journey through the dynamic changes in your financial life.

Like most successful businesses, our philosophy has evolved over time and gradually into what we are today. We believe financial planning is a process, not a product.

John Levine, Financial Advisor
World Financial Advisors

John Levine has been helping people take control of their future with sound financial strategies since 1992.

John Levine has been a resident of Houston, Texas since 1976.  He graduated in the top quarter of his class from Clear Lake High School in Clear Lake, Texas in 1978 and continued his matriculation at The University of Texas in Austin, majoring in Liberal Arts and graduated in 1982.

Mr. Levine initiated his financial advisory career in Houston with The AFP Group in 1992.  Following his tenure with the AFP Group, he joined Houston Financial Partners in 1995 a division of New England Financial/MetLife, as a Financial Advisor.

Mr. Levine's long term goal of owning a financial services practice was realized in 2001. After many years in the profession, Mr. Levine founded and established World Financial Advisors. This company encompasses all aspects of financial strategies under one umbrella.  He is in his twenty seventh year as an experienced financial professional who offers investment insight and personal attention to his clients. His main focus is Advisory Services, Investment Strategies and Wealth Management. He also specializes in the development and implementation of net worth optimization strategies for individuals, business owners and corporate executives.  He offers a comprehensive personal financial strategy that examines the client's whole financial life and provides detailed, interactive recommendations.

John Levine is dedicated to helping clients thrive in every aspect of their financial lives. By providing exceptional service and personal attention, he has developed and maintained long term client relationships spanning several family generations. To provide the highest level of service, John works closely with attorneys and accountants to implement comprehensive estate funding strategies and ongoing trust management.*

He makes his home in Houston, Texas and has been married to Marla for thirty one years.  He has two daughters, Lauren and Michelle.  Mr. Levine is very active in various charitable organizations in the greater Houston area.  He is a devoted University of Texas fan and on the University of Texas scholarship committee.  John's commitment to his clients, as well as to his family and community, exemplifies the importance he places on personal involvement.

Marla Levine,  Client Services Manager
World Financial Advisors

Marla began her career in the financial services and brokerage operations  industry in 1985, specializing in financial operations. Over the years, she has worked  at large financial brokerage firms as well as small private money management firms.   She is the operations part of our team, handling all client service, appointments, account transfers, account maintenance as well as day-to-day operations and communication with clients.  She takes great pride in providing the best possible service to our clients and responds quickly and efficiently to client requests to ensure they receive quality personal service.  She has worked in the financial industry for more than 30  years and has a wealth of professional experience, skills and knowledge.  She is married to John Levine and they have been working together for over twenty years.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies.

 

* Financial Advisors do not provide specific tax/legal advice. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

*Marla Levine is not affiliated with Royal Alliance.