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9560 WILSHIRE BLVD
Floor No. 03,
Wealth Management Advisor
Senior Vice President-Wealth Management
Senior Financial Advisor
Registered Client Associate
Robert Levin joined Merrill Lynch in 2003. He is a Senior Vice President-Wealth Management, CFP® certificant, and Portfolio Manager. 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.Sara McCue is a Senior Financial Advisor and Portfolio Manager who has been helping clients manage their portfolios and build financial independence since 2002. She has experience in portfolio construction, security analysis & selection, and client services. Alma Lazaro is a Registered Client Associate on the team. She not only helps to execute investment transactions but oversees all administrative tasks. Alma strives to provide accurate, efficient and personalized service to all clients.Michelle Rosenberg is a Client Associate on the team and functions like an office manager; scheduling meetings, reviews, special events and coordinating the activities of the team so that client needs are attended to in a timely and professional manner.
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.Additional 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.Sara grew up in Florida and earned a B.S. degree in Finance from Boston University’s School of Management. She began her career in investments as a high yield bond analyst for Babson Capital and also worked with a private equity investment analytics team at State Street Bank. In 2006, she started working with families as an investment advisor at Morgan Stanley and joined Merrill Lynch in 2009. Sara lives with her husband and two small children in Los Angeles.Alma grew up in Guatemala and came to the U.S. at age 16. She holds a Bachelors of Arts in Economics from the University of California, Santa Cruz and joind Merrill Lynch in 2006. Outside of work, Alma enjoys yoga, independent films, and travel.Michelle is from San Francisco and graduated from Touro College in New York with a Bachelors in Business Management. She joined Merrill Lynch in 2011. 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.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 : AR, AZ, CA, CO, CT, FL, GA, IL, MA, ME, MI, MN, MO, MT, NC, NJ, NV, NY, OH, PA, PR, TX, WA
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