head of wealth planning
Sydney Victoria Levy, CFP®
High level client service & creative solutions.
As Head of Wealth Planning, Sydney focuses on strengthening relationships with clients and their families to deliver tailored solutions that align with everyone’s unique long-term goals and aspirations. She brings her passionate work ethic and enthusiasm into creating comprehensive wealth strategies, optimizing client portfolios, and enhancing financial planning services. Sydney holds specialized training as a Certified Financial Planner ™.
Since beginning her financial services career in 2018, Sydney has accumulated diverse experience across the industry, including roles from Human Resources to Chief of Staff and Wealth Strategy. Her broad background and deep understanding of the operational framework of the financial services sector have honed her analytical skills and expertise in both technology and organizational development.
Sydney graduated with distinction from the University of Maryland - College Park in 2018, earning a Bachelor of Arts in Communication with a Minor in Business.
Sydney moved from New York City to Denver, Colorado in 2021 to be closer to the mountains and national parks – she loves to hike and ski. In her free time, she enjoys going to see live music with friends and trying new restaurants.