Bobby began his career in the financial services business in December 1984 at Prudential-Bache. He originally formed a mentoring and partnership arrangement with his grandfather, Frank Lesser, who successfully served clients as a financial advisor for 25 years. After his grandfather retired, Bobby refocused his business from one based on selling investments to a financial planning centered practice which better matches his personal business philosophy. He later joined UBS in November 2008. Bobby teamed with Michael & Amanda in the Spring of 2008 to form the Goldstein Levi Group. They then became a full family business when Amanda & Bobby married in April 2012.

Bobby is an Atlanta native living near his extended family which is very important to him. He spent four years in New Orleans attending Tulane University where he received a BA in Sociology. In addition to his formal degree, Bobby earned the UBS title of "Wealth Advisor" in 2009.  Outside of the financial world, Bobby spends much of his free time with his family. He also enjoys giving back and offers his time at Camp Kudzu, Georgia’s camp for children living with Type 1 Diabetes. Bobby exercises regularly and enjoys ballroom dancing.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI

Amanda began working for UBS Financial Services in November 2008 and has 14 years of financial services experience. Prior to joining UBS, she worked for Merrill Lynch with her father, Michael Levi. Amanda brings tremendous value to each client and prospective client relationship through an insightful financial planning process. She gets to know everyone's unique story so as to personalize every family's investment plan based on their specific goals.  She received her BBA in Finance from the University of Georgia in 2002 and her CFP ® in 2008. Amanda and her father Michael partnered in 2005. They then teamed with Bobby in the spring of 2008 to form the Goldstein Levi Group. They became a full family business when Amanda & Bobby were married in April 2012.

Amanda has lived her entire life in Atlanta, GA and enjoys being with her family as much as possible. She is a room parent for both of her kids' classrooms and hosts family dinners for both sides of the family twice a week. Amanda uses her down time by working out, dancing, cooking, and spending time with friends and family.

Registered States:
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, MA, MD, ME, MI, MN, MO, MS, NC, NH, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WY

Michael has over 35 years of experience in the financial services industry. He began his career with Merrill Lynch and in 2008, he brought his expertise to UBS after being attracted to the resources UBS offered. His areas of focus are market analysis and investment research. Michael received his education from the University of Maryland with a B.S. in Zoology/Pre-Med and a Masters in Environmental Engineering from the University of Cincinnati. Michael and his daughter Amanda partnered in 2005. They then teamed with Bobby in the spring of 2008 to form the Goldstein Levi Group. They became a full family business when Amanda & Bobby were married in April 2012.

Originally from Washington, D.C., Michael and Suzanne, his wife of almost 50 years, now reside in Atlanta, GA. They have two daughters, Amanda and Alison, along with a passion for animals which includes eight cats and the ever growing wildlife in their backyard. When he’s not spending quality time with his grandchildren, Michael enjoys golfing, cooking, and gardening.

Registered States:
AL, CA, DC, DE, FL, GA, MA, MD, MI, MN, NC, NJ, NY, OH, PA, RI, SC, TN, TX, VA

Noelle began her career in the financial services industry as a Compliance Specialist at a boutique fixed income broker dealer in Miami, FL. After 2 years she decided to leave the institutional side of the business and enter retail as a Client Service Associate at Morgan Keegan where she received her Series 7 and Series 66 licenses. In 2012, she moved to Atlanta to join The Goldstein Levi Group. As the team's Wealth Management Associate, she manages the day to day tasks and ongoing projects for our clients, as well as providing in depth support for client relationship building.

Noelle graduated from Florida International University with a BBA in Finance and is fluent in Spanish.  In her free time she enjoys being with her husband, Miguel, and their son, Ian.

Registered States:
FL, GA, MD, NJ, NY, SC, TX

Rebecca joined The Goldstein Levi Group in 2018 as a Client Service Associate and is currently in process of becoming fully licensed. Before working at UBS, Rebecca worked in interior design where she helped high net worth clients with their custom creations. This attention to detail and high level of service provided the right training for a career in financial services.                                            

Rebecca graduated from The University of Georgia with degrees in Economics and Fashion Merchandising. She spends her free time cooking, working out, enjoying sporting events, spending time with her dog Bernice, and exploring unique events around the city.

Registered States:
FL, GA, SC