Marla Levy
Wilmington
Summary
Dynamic realtor with Keller Williams and certified financial planner at American Express Financial Advisors, specializing in relationship building and client acquisition. Proven track record in effective communication and problem-solving, delivering tailored support to meet diverse client needs in real estate and financial planning. Committed to guiding clients toward optimal property investments and financial strategies.
Overview
22
22
years of professional experience
Work History
Realtor
Keller Williams
West Chester
04.2005 - 06.2012
- I worked on and off for a few years, selling residential and commercial real estate.
- I enjoy helping people find the right property, whether for personal or business use.
- Relationship building is key in most lines of work, and it is something I enjoy!
Certified Financial Planner
American Express Financial Advisors Inc.
Wilmington
01.1990 - 03.1995
- Expanded client base through strategic networking.
- Developed comprehensive financial plans for clients, including retirement, estate, and tax planning.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
- Delivered consistent client support.
Education
Associate of Arts - Accounting
Golden Beacom College
Delaware06-1985
Associate of Arts - Fashion Merchandising
Widener University
Wilmington, DE06-1982
Skills
- Effective communication
- Interpersonal skills
- Customer service
- Interpersonal relationship building
- Networking skills
- Client support
- Problem solving
- Attention to detail
Affiliations
- reading
- tennis
- pickleball
- traveling
Custom
- During the years I spent as a stay-at-home mom, I was highly involved in my children's schools, chairing committees and even as PTO president of the high school.
- I also volunteered in the community. Mostly working with women and children, and getting my kids involved as well. Teaching by example was always important to me.
Timeline
Realtor
Keller Williams
04.2005 - 06.2012
Certified Financial Planner
American Express Financial Advisors Inc.
01.1990 - 03.1995
Associate of Arts - Accounting
Golden Beacom College
Associate of Arts - Fashion Merchandising
Widener University
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