Ross Levine, CFP®, CDFA® in

Ross Levine, CFP®, CDFA®

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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.

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Experience
17 Years
Current Role
Financial Advisor
Job Level
Junior
Location
Farmingdale, New York, United States
Personality Overview

How Ross shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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.
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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

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Education
1993 - 1997
BS
Indiana University Bloomington
1990 - 1993
Education details unavailable
POBJFK HS
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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