Financial Advisor Donna Levy is a powerhouse. With over 3+ decades serving clients, specializing in creating comprehensive financial and investment strategies that integrate investment, insurance, retirement, tax management, and estate planning, Donna is known for her extensive investment knowledge and works with some of the most sophisticated investors. She previously served as Chief Investment Officer at Sontag Advisory, and today is a key member of Wealthspire’s Investment Committee, providing leadership and input to our Investment Team.
Donna is equally passionate about working with women who are experiencing significant life changes, such as the death of a spouse. Stemming from personal experiences, Donna is a champion for empowering women who need more guidance establishing their financial confidence. This is her story.