- CERTIFIED FINANCIAL PLANNER® (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.