Lasting relationships. For all that matters

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Aisle in library

Diane Scarpa Levin

Financial Advisor

Personal & Community

  • Philadelphia Museum of Art "Young Friends" Publicity Committee for the Annual Rodin Garden Party and Annual Winter Gala
  • Philadelphia Academy of Music "Young Friends" Committee for the Annual Philadelphia Orchestra Concert and Ball
  • Bryn Mawr College undergraduate admissions interviewer and guest lecturer
  • Jewish Community Center board member 2008- 2011 and The Arc of Atlantic County board member 2010-2013
  • Press of Atlantic City guest columnist and The Women's Center guest lecturer
Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • IL
  • IN
  • KS
  • LA
  • MA
  • MD
  • MI
  • MO
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TX
  • UT
  • VA


  • Undergraduate Degree, Bryn Mawr College


  • Accredited Asset Management Specialist
  • Accredited Domestic Partnership Advisor
1337 Tilton Road
Northfield , NJ 08225
  • (609) 677-2269

Email Me

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Outlook on interest rates


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