Ben started his career with Northwestern Mutual while he was still attending the University of Pittsburgh as a college financial representative. He graduated Cum Laude with a degree in Finance from the University of Pittsburgh.

Ben is committed to continuing his education and professional development. Ben is a CERTIFIED FINANCIAL PLANNER™ (CFP®). He earned an Executive Certificate in Financial Planning from Duquesne University and holds his Series 7, 6, 65 and 63 Securities registration. He is also licensed to transact life and health insurance.

Ben specializes in working with physicians, executives and business owners.

Ben is currently sought out to speak to physician groups across the country.


  • Ben first qualified for the Million Dollar Round Table in 2014. MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue affiliation with the MDRT.
  • Ben earned the Nation Association of Insurance and Financial Advisors Quality Award. This is an award recognizing commitment to excellence in service to clients and industry.
  • Ben was recognized as the #7 College Financial Representative in the country out of more than 2,500 interns

Associations and Memberships

  • Member of National Association of Insurance and Financial Advisors (since 2009)
  • Phi Delta Theta, Fraternity
  • United Way (Pittsburgh)

Certified Financial PlannerTM (CFP®): Sponsored by the Certified Financial Planner Board of Standards designees complete a curriculum of study and pass a comprehensive examination regarding the financial planning process, tax planning, estate and retirement planning, investments and insurance; meet experience and continuing education requirements; and comply with the CFP Board's Code of Ethics and Professional Responsibility**.


  • BSBA Finance, University of Pittsburgh

Benjamin R. Levy, CFP®, RICP®

Financial Advisor


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