Donna Levy

Donna Levy is currently serving as a Management Coordinator at a Single Family Office, located in Branford, Connecticut. She has a background in wealth management and financial advisory, having previously held a significant role as a Managing Director at Wealthspire Advisors, where she accumulated over 30 years of experience in the financial services industry. Her expertise includes developing and implementing comprehensive financial strategies that integrate investment, insurance, retirement, and tax management solutions.12

Levy graduated from Tufts University, which complements her extensive professional experience. She is known for her commitment to helping clients navigate complex financial situations and is particularly passionate about supporting women during significant life transitions.12 Her LinkedIn profile indicates that she has built a network of 253 connections, reflecting her active engagement in the industry.2