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Paul E. Levy, Jr.

Paul E. Levy, Jr.

Financial Advisor

Paul was born and raised in Eastern Pennsylvania. He graduated from Shippensburg University in Pennsylvania with a BSBA degree in Marketing. He ran a successful retail operation in Lancaster PA for 12 years before entering the financial industry in 1998 with A.G. Edwards. His emphasis includes retirement planning, 401K rollovers, asset allocation and estate planning. Paul and his wife, Laura, reside in Castle Rock CO. Paul enjoys golfing, hiking and their dog Obi.