Our Team


Marc W. Levy, CFP®



  • Chartered Financial Consultant® (ChFC®)
  • Investment Adviser Representative with Commonwealth Financial Network®
  • Chartered Life Underwriter (CLU)
  • Graduated from University of Florida – B.S. in Journalism

Marc is the founder of Levy Financial Group, an independent financial services and investment firm in Mt. Pleasant, South Carolina. He began his career in the financial services industry in 1982.

Marc specializes in creating and implementing both focused and comprehensive financial plans as well as the design, implementation, and ongoing servicing of employer sponsored retirement plans.

Marc lives in Charleston with his wife, Jill, who serves on the board of directors of Fields to Families, a non-profit organization that helps those in need gain access to nutritious fruits and vegetables.

Eileen McLeod

Assistant to Marc W. Levy; Operations Director


Eileen attended Johnson & Wales University, Providence, RI. She entered the financial services industry in 1986. She has been an administrative assistant in the financial planning industry since 2006. Eileen relocated from Connecticut in 2011 and joined Levy Financial Group in January 2013 as an assistant to Marc W. Levy, CFP® and Director of Operations. Eileen resides in Mt. Pleasant. She is dedicated to personal fitness and is very active in her community.>

Cara Levy

Client Services Assistant; Marketing


Cara attended Maryland Institute College of Art in Baltimore; she graduated cum laude in 2011 with a B.F.A. in illustration. She has been with Levy Financial Group since 2013 and currently resides in Charleston.