PROFESSIONAL PROFILE
Ofer Levy adheres to a disciplined process that delivers a consistent yet customized Wealth Management experience. Before any financial decisions are made, Ofer considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a business professional.
With this intimate knowledge about what you value most, Ofer is able to help you establish objectives, develop an appropriate strategy and recommend custom fit solutions to your needs. Conducting regular reviews Ofer provides many different bench mark analyses to help you monitor your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business.
Ofer has been active in the financial arena for the past 20 years,
joining Merrill Lynch by the end of 2008 as a Financial Advisor.
He is a graduate of The Technion, Israel Institute of Technology, with a Bsc in Industrial and management engineering. Ofer enjoys spending time with his wife and two little daughters.