About

I have the knowledge, training, and resources to help my clients succeed financially. My goal is to provide superior client service. I believe a long-term relationship is built on the trust earned through integrity, hard work and service.

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Karen F. Levy, CRPC, CDFA

Vice President - Investments
Senior PIM Portfolio Manager

Email Address

karen.f.levy@wfa.com

Phone Number

(513) 985-2064

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Certificates

CRPC, CDFA