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The Lev Group
The Lev Group
at Morgan Stanley Smith Barney
Financial Advisors
100 Jericho Quadrangle
Suite 120
Jericho, NY 11753
tel: 516-932-4800
toll free: 800-645-3246
fax: 516-931-7693
Left to right: Aisha Abbasi, Judy Lev, Corey Lev, Michael Rosen, Rosemarie Valenza
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Group Details
Judith Wilkens Lev
Judith Wilkens Lev
Senior Vice President - Wealth Management
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
tel: 516-932-4800
toll free: 800-645-3246
fax: 516-931-7693
judy.w.lev@smithbarney.com
Visit My Website
Professional Details
  • MBA - Finance
    Adelphi University
  • Marquis Who's Who of American Women
  • Marquis Who's Who of Finance Industry
  • 2006 - American Heart Association
    Go Red for Women Honoree
  • Named 2007 Top Women in Queens Business Honoree
  • Named Long Island Center for Business and Professional Women 2008 Achiever
Judith Wilkens Lev is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MO, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TX, VA, WY
Corey D. Lev
Corey D. Lev, CFP®
Vice President - Wealth Management
CHARTERED RETIREMENT PLANNING COUNSELORSM
Financial Planning Specialist
Financial Advisor
tel: 516-932-4800
toll free: 800-645-3246
fax: 516-931-7693
corey.d.lev@smithbarney.com
Visit My Website
Professional Details
  • B.S. - Accounting
    Tulane University, Freeman School of Business
  • CERTIFIED FINANCIAL PLANNER™
  • CHARTERED RETIREMENT PLANNING COUNSELORSM
  • Certified Public Accountant, 1999
  • Financial Planning Specialist Designation
Corey D. Lev, CFP® is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MO, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TN, TX, VA, WY
Michael I. Rosen
Michael I. Rosen
Financial Advisor
Financial Planning Associate
tel: 516-932-4800
toll free: 800-645-3246
fax: 516-931-7693
michael.i.rosen@smithbarney.com
Professional Details
  • MBA - Finance
    Hofstra University
  • Series 7 & 66 Licensed
  • Life, Health and Accident Insurance Licensed
Michael I. Rosen is licensed in the following state(s): AZ, CA, CO, CT, DC, FL, GA, IL, KY, MA, MD, ME, MO, MS, NC, NH, NJ, NV, NY, OR, PA, RI, SC, TX, VA, WY
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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