Adler, Levy, Jee & Lubin Wealth Management Group of Raymond James

Adler, Levy, Jee & Lubin Wealth Management of Raymond James began in 1987 as a partnership between Steve Adler and Mark Levy. Clients in New York City and beyond have trusted us to build, preserve and transfer their wealth and we are proud that they refer us to their friends and family. Our team’s longevity and success demonstrate the values and loyalty we bring to each client relationship.
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About Us:

STEPHEN ADLER
CIMA®, AIF®, CRPS®
MANAGING DIRECTOR, INVESTMENTS

MARK LEVY
CIMA®
MANAGING DIRECTOR, INVESTMENTS

ROGER JEE
MANAGING DIRECTOR, INVESTMENTS

MICHAEL LUBIN
CFP®
MANAGING DIRECTOR, INVESTMENTS

ALLISON GUZMAN
FINANCIAL ADVISOR

STEPHEN ORZO
CFP®
FINANCIAL ADVISOR

LORIANN MONTANEZ
SENIOR REGISTERED CLIENT SERVICE ASSOCIATE

CHRISTOPHER SWANSON
CFA
SENIOR INVESTMENT MANAGEMENT SPECIALIST

JOHN COSTELLO
SENIOR CLIENT SERVICE ASSOCIATE

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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC.