The Janover LLC family is proud to recognize Partner Philip J. Levy, who has spent his career focused on wealth management.
He advises his clients in the areas of tax, estate, and retirement planning. His typical clients are high net worth individuals and family-owned businesses.
Phil received his Bachelor of Arts degree from The City College of New York and his Master of Business Administration degree with a major in Public Accounting from The Bernard M. Baruch College. He is licensed in the state of New York.
Phil specializes in advising:
• Estates and trusts
• Tax planning, preparation and consulting
• High net worth individuals
Phil previously served as senior tax partner of the accounting firm of Gilbert & Levy, LLP, which merged with Janover in 2006. He began his career in 1973 with the international accounting firm of Price Waterhouse & Co.
Phil is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
Phil’s particular expertise includes:
• Travel industry
• Professional practices
• Family businesses
Phil has previously served on the board for the Plainview Jewish Center and the Nassau Suffolk School for Autistic Children.
Congratulations to Phil on all his accomplishments. We are proud to have you in our family!
Please feel free to contact Phil at firstname.lastname@example.org or phone: (516) 542-6300 x6806