The Colony Group

Financial Management

Brad Levin is a Managing Director and Senior Wealth Advisor at The Colony Group. He brings nearly 30 years of experience as a financial advisor and in his work he strives to provide unique financial advice and perspectives to help his clients live a stress-free life. Brad’s passion for helping others find balance is evident from the moment he meets them as he listens carefully to their needs, and designs a financial plan in which clients can find fulfillment beyond a monetary amount. In addition to working with clients one-on-one, Brad is a portfolio manager with a strong focus on technical analysis and is involved in the management of investment strategies.

About Brad Levin

Brad Levin graduated from the University of California Santa Barbara with a degree in Business Economics. In addition to working with clients one-on-one and overseeing the direction of our firm, he is a portfolio manager with a strong focus on technical analysis and is deeply involved in the management of our investment strategies. Brad’s sincere interest in helping others find balance is evident in the time he spends listening and getting to know their hopes and fears. In the midst of these exchanges, he begins his most meaningful work, streamlining the details of a person’s financial picture so they can find fulfillment beyond a monetary amount.