Bob Levy
JD*

Financial Services Professional

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10 Cadillac Drive, Suite 300
Brentwood, TN 37027
(615) 309-6309

Bio

I offer an analysis of your current financial situation and help you:
• Identify financial goals and concerns
• Illustrate what is being done to reach your goals and deal with concerns
• Identify gaps, if present, and offer solutions to fill them.

I offer a broad portfolio of individual (life, disability income, and long-term care) insurance protection, asset accumulation strategies, investments, financial products and services for high net worth families, businesses, and institutions.

*Licensed but not practicing.