Levin & Associates
Wealth Management Advisor
Senior Vice President-Wealth Management
9560 WILSHIRE BLVD Floor 03
BEVERLY HILLS, CA 90212
Global Wealth Management
9560 WILSHIRE BLVD
Floor No. 03,
Directions to BranchPhone:
Robert Levin is a Senior Vice President, Wealth Management Advisor, CFP® certificant, and Portfolio Manager in the PIA program at Merrill Lynch. He is a former Wall Street pharmaceuticals analyst and board-certified physician. He directs a wealth management practice that primarily serves health care executives, physicians, attorneys, and CPAs. Typical clients are smart, successful professionals that don't have the time, interest or confidence to make important financial decisions about their investments, retirement, estate planning, insurance, charitable giving, etc. and want to work with an experienced and knowledgeable financial team they can trust. Bob's goal is to become a strategic advisor to his clients and to have each client rely on his team like a personal financial manager—to navigate and to serve as their primary resource through the complexities of the financial world. Bob takes pride in showing clients a disciplined strategy to achieve their financial goals and conducting that process with the highest professionalism and integrity.Mark Weiderman is a Financial Advisor who joined our team in 2013 with over 20 years experience in the financial services industry helping clients manage their portfolios and build financial independence. He has experience in portfolio construction, security analysis & selection, and client services. Mark is a specially qualified Portfolio Manager in the Merrill Lynch Personal Investment Advisory® (PIA) Program. He can build and manage customized investment strategies and implement proprietary model portfolios, as well as provide traditional advice and guidance. Michelle Rosenberg is a Client Associate who joined our team in 2011 with 15 years of experience in office management. She is involved in relationship management as well as all levels of portfolio reviews. Dikran Gligoriu is a Registered Client Associate. Dikran joined our team in 2011 with 8 years of experience in the financial services industry. He provides exceptional customer service and is fully registered to trade securities.
Wealthy people that need to make important financial decisions work with Levin & Associates because:1. We become their trusted strategic advisor—we give them ideas and help them solve problems. 2. We function like their financial manager—to coordinate and consolidate their finances and get things done.3. We work with their CPA’s and attorneys so they know the financial impact of their tax and legal situations.4. We educate them about financial terms and the pros and cons of each investment.5. We provide empathetic listening to their personal and financial concerns.6. We provide professional and customized wealth management strategies based on their unique goals.7. We monitor and help them adjust their portfolio to give them the best chance of achieving their goals.8. We provide clients with premier customer service so they are proud to recommend us to family and friends.Additonal Biographic Details:Bob is from Detroit and received his B.S. in 1981 and M.D. in 1985 from the University of Michigan. He completed a residency in pediatrics at the Childrens Hospital Los Angeles in 1988 and worked as a pediatrician from 1988 until 2000. He then attended Johns Hopkins business school for one year and was a medical consultant to a venture capital fund. In 2001-2002 he worked as a pharmaceutical analyst at JP Morgan Chase in New York City before joining the Global Private Client Group at Merrill Lynch in Beverly Hills, CA in June 2003. In June 2006 he was awarded the CFP® certification by the Certified Financial Planner Board of Standards, Inc. Bob lives with his wife and family in Los Angeles. He enjoys playing with his kids at the beach and is actively involved with the University of Michigan Alumni Society.Mark is a native New Englander, where he learned his competitive sailboat racing skills on Narragansett Bay and the Long Island Sound. He also enjoys soccer, tennis, basketball, running and mountain biking while he tries to keep up with his three young and active boys. He is also an avid reader of anything about the financial markets and economics. Mark previously worked for a Registered Investment Advisor in the Boston area where he was focused on investment operations, research, and trading for client accounts. Mark has a Master of Business Administration, with a concentration in Finance from Fordham University and a Bachelor of Science in Finance degree from the University of Rhode Island.Michelle is from San Francisco and graduated from Touro College in New York with a Bachelors in Business Management. She is an active member of several charitable and community organizations in the Los Angeles area. Michelle enjoys a rich family life and is a mother and grandmother.Dikran is from Los Angeles and graduated from California State University, Los Angeles in 2005 with a Bachelors of Arts in Economics and Minor in Finance. He also created and led the Economics and Business Society at CSULA for three years, which was the first economics club at the university. In his spare time, Dikran enjoys being with his two daughters, working out, and reading.Merrill Lynch Personal Investment Advisory® is a registered trademark of Bank of America Corporation.Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete a CFP Board’s initial and ongoing certification requirements.
Robert Levin is registered to do business in:CA, CT, FL, GA, IL, MA, ME, MN, MO, MT, NC, NJ, NY, PA, RI, TX, WA
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