Professional Qualifications
- CERTIFIED FINANCIAL PLANNER®
- ACCREDITED INVESTMENT FIDUCIARY®
- Bachelor of Science, Finance, University of Maryland
Professional Specialities
- Retirement Plans for businesses and individuals
- Asset Management Services
- Investments
- Key Employee Benefits
- Business Continuation
- Trust and Estate Planning Strategies
- Life Insurance
- Fringe Benefits
- Disability Income Insurance
- Long-term Care
- Charitable Giving
Memberships
- Financial Planning Association (FPA)
- Small Business Council of America (SBCA)
Scott M. Levin, CFP®, AIF® has been a Senior Partner with Worthington Financial Partners since 1994. A graduate of the University of Maryland, Scott holds a Bachelor of Science degree in Finance.
As a Certified Financial Planner Practitioner™, and the creator of The WealthFACTOR Advantage™, Scott specializes in the areas of executive benefits, business planning, retirement planning, personal financial strategies, investment management, and estate planning strategies. Working closely with his clients and their other financial advisors, Scott is able to help create custom designed, innovative financial strategies. Through his comprehensive process he helps his clients uncover, address and prioritize their concerns and goals, ultimately leading to a desired destination. Moreover, his relationship with Equity Services, Inc., as well as other members of the National Life Group, provides him with the extensive support required to help each and every one of his clients strive towards a successful financial voyage into the future.
Scott is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in MD, AZ, CA, DE, FL, MI, NJ, NY, NC, OH, PA, VA, WV, and DC.
Scott and his wife, Emily, reside in Reisterstown, Maryland with their son Ryan and their daughter Shayna. Scott has been an Equity Services, Inc. and National Life Associate since 1994.
Securities and investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC, a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Montpelier, VT. Worthington Financial Partners is independent of Equity Services, Inc. National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
Long-term care insurance is available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts. Long-term care insurance is not underwritten nor issued by National Life Insurance Company.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.