David Levy

Financial Planning Associate


David is responsible for managing all investment related customer service needs and assists James Traylor with research and analysis. Prior to joining Rivent, he served as a Registered Financial Service Associate at a local financial firm and spent time in the banking industry.

David is licensed with his Series 7. He also passed the SIE exam and the Actuarial Exam of Probability. He graduated from SUNY Geneseo with a Bachelor of Science in Applied Mathematics and Minor in Economics. During his time at Geneseo, David was a two-time Rugby champion.

David lives in Webster with his wife Maddy, twin daughters, Mila & Faye and three cats! David is a continuous learner who enjoys staying up to date on current financial and macro-economic trends.

To learn more about how we can help, we invite you to contact us today.