Insight-based advice

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

books

Ed Levin

Managing Director–Wealth Management

Ed began his financial services career in 1987 as a commercial lender. Later, in 1992, he moved to Kidder Peabody, a predecessor firm to UBS, where he worked with some of the largest institutional fixed income accounts. During this time, he developed specialized skills advising in the managing of portfolios for some of the largest municipalities and financial institutions.

Using these same institutional focused skills, Ed now provides high net worth individuals and families a sophisticated approach to investing. At Levin Wealth Management, he and his team specialize in partnering with financially successful families to ensure a multi-generational legacy through estate and financial planning, individualized investment management, and a focus on risk management. The team utilizes the global resources of UBS, the world’s largest wealth manager, to develop the customized investment strategy that will ensure our client’s success.

UBS has recognized Ed’s leadership, experience, and expertise by selecting him to serve on the UBS Financial Advisor Advisory Council (FAAC). The FAAC is a select group of 14 Financial Advisors who address issues and concerns at UBS in order to help UBS Advisors to better serve their clients’.

Outside of work, Ed is equally passionate about his involvement in the Orange County non-profit community. He has served his synagogue in many capacities, including president. He also volunteered for seven years as vice president of finance for a local independent day school and a member of the executive committee. Ed is currently the chair of the Finance committee for the Orange County Jewish Community Foundation and serves on the executive and general board. In addition, he is a strategic advisor to numerous other organizations, where his financial guidance and insight help shape business plans and objectives.


Personal & Community

  • Treasurer - Jewish Community Foundation of Orange County

 

Registered States:
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • IN
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WY

  • Barron's Top 1,000 Financial Advisors, 2010The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • California State University, Long Beach - College of Business Administration
888 San Clemente Drive
Suite 300
Newport Beach, CA 92660
  • (949) 717-5615

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

Insights