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Our financial advice team


John Levitz Ameriprise Financial Advisor

John Levitz

MBA

Financial Advisor

Vice President
Aventus Capital Advisors
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Interests

  • Spending time with family is important to me. I am very involved in my children's activities, ranging from scouting to sports to choir.
  • My family and I love to travel. We are frequent visitors to the Disney Parks and Universal Studios. We also travel to various points of interest around the United States.
  • I am an avid walker. I spend at least 45 minutes every other day walking around my Weston community.

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

In 2013, the Plantation office participated in Ameriprise's Day of National Service. Our office volunteered at Feeding South Florida.

  • http://www.woundedwarriorproject.org

Awards & recognition

  • Ameriprise Circle of Success, 2014-2017

Qualifications

  • Series 7
  • Series 63
  • Series 65
  • CA Insurance License #0H01962

Education

  • Florida State University, BA in Business and English
  • Barry University, MBA focus in Finance and Investments

Previous experience

  • Morgan Stanley- Vice President, 2009-2012
  • Citigroup Global Markets - Vice President, 1993-2012
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