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

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 two 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.

Lauren Levine Ulloa, Financial Advisor

Lauren started her career in the financial industry in 2018 as a registered assistant and became a registered representative with World Financial Advisors in July 2020. With both of her parents in the financial business, Lauren’s interest in finances started back when she was about ten years old, long before she understood financial planning.

Lauren grew up in Houston, Texas and attended Emery High School.  Upon graduating high school, she attended Indiana University in Bloomington, Indiana where she graduated with honors and obtained a Bachelor’s Degree in Criminal Justice and Sociology.

Prior to joining World Financial Advisors, Lauren began a career in law enforcement with the Texas Department of Public Safety’s Intelligence & Counterterrorism Division in Austin where she held a secret clearance and specialized in conducting research and analysis on counterterrorism, gangs, and border crime for the Intelligence Community and lawmakers. She then worked as a Criminal Intelligence Analyst for the Houston Police Department’s Special Victims Division where she assisted with solving sex crimes and family violence investigations. Her law enforcement career sharpened her impeccable attention to detail, conducting analysis, effective communication, and confidentiality.

After several years in the law enforcement and government world, Lauren decided it was time to follow in her family’s footsteps to become a Financial Advisor alongside her father, John Levine.

Lauren is extremely passionate about helping others and dedicating her efforts to assisting clients to pursue their financial planning goals as well as preserve and grow their wealth.  Her focus is to help clients financially, emotionally, and ethically.

In her free time, Lauren enjoys the outdoors, practicing Spanish, exercising, and giving back to others whenever possible. She is married and loves spending time with their son and husky fur baby. 

Marla Levine,  Client Services Manager

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 five 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.