Ed began his financial services career in 1987 as a commercial lender.  Later, in 1992, he moved to Kidder Peabody, a predecessor firm to UBS, where he worked with some of the largest institutional fixed income accounts.  During this time, he developed specialized skills advising in the managing of portfolios for some of the largest municipalities and financial institutions.

Using these same institutional focused skills, Ed now provides high net worth individuals and families a sophisticated approach to investing. At Levin Wealth Management, he and his team specialize in partnering with financially successful families to ensure a multi-generational legacy through estate and financial planning, individualized investment management, and a focus on risk management.  The team utilizes the global resources of UBS, the world’s largest wealth manager, to develop the customized investment strategy that will ensure our client’s success. 

UBS has recognized Ed’s leadership, experience, and expertise by selecting him to serve on the UBS Financial Advisor Advisory Council (FAAC).  The FAAC is a select group of 14 Financial Advisors who address issues and concerns at UBS in order to help UBS Advisors to better serve their clients’.

Outside of work, Ed is equally passionate about his involvement in the Orange County non-profit community.  He has served his synagogue in many capacities, including president.  He also volunteered for seven years as vice president of finance for a local independent day school and a member of the executive committee.  Ed is currently the chair of the Finance committee for the Orange County Jewish Community Foundation and serves on the executive and general board.  In addition, he is a strategic advisor to numerous other organizations, where his financial guidance and insight help shape business plans and objectives.

Ed has earned the Series 3 (Futures), 7 (General Securities) and 63 (Blue Sky/Investment Advisor) securities licenses. Ed has completed and earned the UBS designation as Portfolio Manager within the Portfolio Management Program.  He is insurance-licensed in multiple states including California, New York, Massachusetts, and Michigan.

Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, LA, MA, MD, ME, MI, MN, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

Susan is the Sr. Wealth Strategy Associate on the team and provides operational and administrative support.  She supports Ed with a focus on holistic wealth management strategies that include Financial Planning, Banking, Insurance and all aspects of delivering a wealth management plan.  She assists with the preparation of reports and other materials for client meetings.  She provides support for client relationship building and business development. 

Susan began her financial services career in 1992 working for a major West Coast financial services firm.  Susan became licensed to trade in the commodities markets and assisted in opening and managing a small commodities boutique firm in 1995.  Susan began her career with UBS Financial Services in 1999 to work with a corporate cash management group.  Susan joined Ed Levin's team in 2001 and specializes in corporates, municipals, Agencies, mortgages, non-dollar securities, and fixed income portfolio analytics.  Susan is Series 3 (Futures), 7 (General Securities) and 63 (Blue Sky/Investment Advisor) licensed by FINRA.  Susan is insurance licensed in the State of California.  Outside of the office Susan spends her time with her husband, children and grandchildren

"For all the things we cannot control within wealth management, there is one thing we can control: client service. Our goal is to provide our clients with a world-class level of service."

Registered States:
AZ, CA, CO, CT, DC, DE, FL, IN, MA, MD, MI, MT, NC, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI, WY

June understands the importance of providing exceptional client service based on integrity, reliability and professionalism. As the team's Senior Registered Client Service Associate, she is responsible for all client service requests and day-to-day operations such as processing wires, sending and depositing checks, and opening and maintaining accounts.

June joined PaineWebber, the predecessor to UBS Financial Services, in 1988 as a Senior Registered Client Service Associate. She holds her Series 7, 63, and 65 Securities Licenses, in addition to her Insurance License. June had extensive experience in the financial services industry prior to joining PaineWebber.

In her spare time, June enjoys travelling, volunteering, needlepointing, reading and spending time with friends.

Registered States:
AZ, CA, CO, CT, ID, IL, MI, MT, NV, NY, OR, TX, VA, WA