Dan Levin

Q: What is Dan Levin email address?

Email Dan Levin at dannylaura31@comcast.net and dlevin@janney.com. This email is the most updated Dan Levin email found in 2026.

Q: How to contact Dan Levin?

To contact Dan Levin send an email to dannylaura31@comcast.net or dlevin@janney.com. If you want to call Dan Levin try calling on +12156193923. (updated on September 13, 2024)

Executive Vice President / Wealth Management, Financial Advisor at 1776 Capital Management Group at Janney Montgomery Scott, LLC | Blue Bell, Pennsylvania, United States

About Dan Levin

Dan Levin is a seasoned financial professional with over three decades of experience in wealth management, currently serving as the Executive Vice President and co-founder of 1776 Capital Management Group at Janney Montgomery Scott, LLC. His extensive expertise is underscored by his prestigious CIMA® (Certified Investment Management Analyst) and CPWA® (Certified Private Wealth Advisor) designations, which enable him to provide tailored financial advisory services to a select clientele, including high-net-worth individuals, businesses, and institutions.

At 1776 Capital Management Group, Dan leads a dedicated team of wealth management professionals, focusing on delivering comprehensive financial planning and asset management strategies. His approach emphasizes retirement income strategies and alternative investments, ensuring that clients not only preserve their wealth but also grow it in alignment with their long-term goals. Dan's commitment to excellence has earned him recognition as a Best-in-State Wealth Advisor by Forbes in both 2021 and 2022, highlighting his ability to navigate complex financial landscapes and deliver exceptional results.

In addition to his client-facing role, Dan is an active member of Janney's CEO Roundtable and serves on the firm's Financial Advisor Advisory Council, where he contributes to shaping the strategic direction of the firm. His insights into financial analysis and market trends are invaluable, allowing him to guide clients through the intricacies of wealth management services. With a passion for empowering clients to achieve financial independence, Dan Levin continues to be a trusted advisor and leader in the wealth management industry.

Dan Levin Work

Executive Vice President / Wealth Management, Financial Advisor at 1776 Capital Management Group at Janney Montgomery Scott, LLC in May 2009 to Present

Dan Levin Skills

Portfolio Management

Strategic Financial Planning

Securities

Frequently Asked Questions about Dan Levin

What is Dan Levin email address?

Email Dan Levin at [email protected] and [email protected]. This email is the most updated Dan Levin email found in 2026.

What is Dan Levin phone number?

Dan Levin phone number is +12156193923.

How to contact Dan Levin?

To contact Dan Levin send an email to [email protected] or [email protected]. If you want to call Dan Levin try calling on +12156193923. (updated on September 13, 2024)

What company does Dan Levin work for?

Dan Levin works for 1776 Capital Management Group at Janney Montgomery Scott, LLC

What is Dan Levin's role at 1776 Capital Management Group at Janney Montgomery Scott, LLC?

Dan Levin is Executive Vice President / Wealth Management, Financial Advisor

What industry does Dan Levin work in?

Dan Levin works in the Financial Services industry.