That inspires confidence

Randi Levy

Senior Wealth Strategy Associate

Randi began her career at UBS Financial Services when she joined Steve Kocher and Daniel de Varona in 2007. She has qualified as a Registered Client Service Associate holding her series 7 and Series 66 licenses. She supports the Great Lakes Wealth Management Group by handling the administrative aspects of the business and assisting clients with full service account maintenance. Randi graduated from Michigan State University where she earned a B.A. in business.

Registered States:
  • MI
  • OH


  • Michigan State University, B.A. in Business
2301 West Big Beaver Road
Somerset Place Office Building
Troy, MI 48084

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