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 37 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.