Our Team

Our Team

team

 

 

 

 

 

 

 

 

Marc W. Levy, CFP®

Founder

CERTIFIED FINANCIAL PLANNER® (CFP®)
Chartered Financial Consultant® (ChFC®)
Investment Adviser Representative with Commonwealth Financial Network®
Chartered Life Underwriter (CLU)
Certified in Long-Term Care (CLTC)
Graduated from University of Florida – B.S. in Journalism

Marc is the founder of Levy Financial Group, an independent financial services and investment firm in Mt. Pleasant, South Carolina. He began his career in the financial services industry in 1982.

Marc specializes in creating and implementing both focused and comprehensive financial plans as well as the design, implementation, and ongoing servicing of employer sponsored retirement plans.

Marc lives in Charleston with his wife, Jill, who serves on the board of directors of Fields to Families, a non-profit organization that helps those in need gain access to nutritious fruits and vegetables.

Matthew P. Whipple, CFP®, MBA

Director of Participant Services

Matt graduated from Western Michigan University with a B.S in Finance.  He is a Certified Financial Planner™ professional since 2004 and has been providing financial guidance for more than 17 years.  He is a College of Charleston Alumnus achieving an MBA with a concentration in Finance.  In addition to guiding clients on important financial matters, Matt enjoys getting involved in the community and playing tennis through the United States Tennis Association.

Eileen McLeod

Assistant to Marc W. Levy; Operations Director

Eileen attended Johnson & Wales University, Providence, RI. She entered the financial services industry in 1986. She has been an administrative assistant in the financial planning industry since 2006. Eileen relocated from Connecticut in 2011 and joined Levy Financial Group in January 2013 as an assistant to Marc W. Levy, CFP® and Director of Operations. Eileen resides in Mt. Pleasant. She is dedicated to personal fitness and is very active in her community.

Cara Levy

Client Services Assistant; Marketing

Cara attended Maryland Institute College of Art in Baltimore; she graduated cum laude in 2011 with a B.F.A. in illustration. She has been with Levy Financial Group since 2013 and currently resides in Charleston.