Ross Levine, CFP®, CDFA® in

Ross Levine, CFP®, CDFA®

Examiner · DISC type cs
Financial Advisor at Northwestern Mutual
📍 Farmingdale, New York, United States

Ross Levine is a Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional at Northwestern Mutual, where he has received Forbes Best-In-State Advisor recognition. Drawing on his education from Indiana University Bloomington, he specializes in building enduring client relationships to provide lifetime financial security, continuing a family legacy in the industry.

Before his finance career, Ross worked in the healthcare sector. He currently resides in New York City with his wife, Lauren, and their dog, Remi. Outside of work, he is passionate about his community and is an avid golfer.

Interesting fact: Ross transitioned into finance to join his fathers practice after starting his career in the medical device industry.

Read the full overview →
Experience
17 Years
Current Role
Financial Advisor
Job Level
Junior
Location
Farmingdale, New York, United States
Personality Overview

How Ross shows up

Process Oriented
Status Quo Seeker
Tough To Convince

Being observant comes to them naturally. They are thorough and always follow a systematic approach. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Priorities

Topics Ross cares about

Lifetime Financial Planning
His stated mission is to provide expert guidance for a lifetime of financial security, building enduring relationships with his clients.
Family Wealth Management
He was inspired by his father's work and posts about helping couples align their financial goals and styles.
+5 more topics Login to view topics
Career

Work history

1-2017
Financial Advisor
Northwestern Mutual
5-2015
Financial Representative
Northwestern Mutual
10-2011 - 4-2015
Market Development Manager
Biomet
10-2008 - 10-2011
Regional Sales Manager
ZOLL Medical Corporation
10-2008
Territory Manager
ZOLL Medical Corporation
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1993 - 1997
BS
Indiana University Bloomington
1990 - 1993
Education details unavailable
POBJFK HS
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

Other Northwestern Mutual Employees

Explore more public profiles from related professionals.

Mark Veneri
Mark Veneri
Director of Business Development
Northwestern Mutual
 Jessica Katinszky
Jessica Katinszky
Chief Development Officer
Northwestern Mutual
 Brooklynn Miller
Brooklynn Miller
Director of Operations
Northwestern Mutual
 Deborah Messina (she/her/hers), SHRM-CP
Deborah Messina (she/her/hers), SHRM-CP
Director of Culture and Community Engagement| Financial Industry
Northwestern Mutual

More profiles

Discover additional public profiles from our index.

Morne Oosthuizen
Morne Oosthuizen
International Business Development Manager
AFX Holdings (Pty) Ltd.
MS
Mary Smith
Shareholder/Customer Relations
Redwood Capital Bank
 Christina Ukandu
Christina Ukandu
Customer Success Manager
Uplifty
 Christopher Mathis
Christopher Mathis
State Representative
Arizona House of Representatives
Unlock the full playbookSee exactly how to sell to Ross. Free, 10 seconds.