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dlevin@janney.com
(215) 619-3923


No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.

We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high-quality service while offering advice and executing financial solutions for every stage of life.

About Us


No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — we are here for you. When you work with us, it’s about going beyond investing. It’s about connecting your life and your finances.

We take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Our depth of knowledge and experience, combined with our Firm’s capabilities and resources, enables us to provide high-quality service while offering advice and executing financial solutions for every stage of life.

Forbes Best-In-State Wealth Advisor

Dan Levin has been named to the 2022 Forbes list of Best-In-State Wealth Advisors for the second consecutive year. Dan shares this honor with the full team and congratulates them on their dedication, knowledge, and outstanding client service, values that are reflected in this distinction. A special thanks to our clients, for the trust and confidence you place in us each and every day.

Our Team

Daniel S Levin, CIMA®, CPWA®

Executive Vice President/ Wealth Management, Financial Advisor

Kathleen G. Dougherty

Private Client Associate

Erin Brophy

Private Client Associate

Office Information

Phone:

(215) 619-3923

Fax:

(215) 665-5816

Email:

dlevin@janney.com

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