Experience

Ed began his financial services career in 1987 as a commercial lender. In 1992, he moved to Kidder Peabody, a predecessor firm to UBS, where he worked with some of the largest institutional managers of assets.

Using these same institutional focused skills and focus on risk management, Ed now provides ultra-high net worth individuals and families a sophisticated approach to investing. At NewCoast Wealth Advisors, he and the 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), a group that advises senior UBS management on how we can better serve our 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 investment 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.

Ed has completed and earned the UBS designation as Senior Portfolio Manager within the Portfolio Management Program.  He is insurance-licensed in multiple states. CA Insurance license #0D19301

John has been financial advisor and portfolio manager since 1983, when he began his practice in the Washington, DC area.  After moving to New Mexico in 2002, John has been named a top advisor in the state by both Barron’s and Forbes, and serves clients across the United States.  Today John lives in Santa Fe, New Mexico and Houston, Texas. 

He graduated from the College of William and Mary in 1981 with a BA in Economics. John is an avid skier, cyclist, and supporter of the arts of New Mexico.

Forbes Best-In-State Wealth Advisor 2022-2023

The 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.

Forbes Best-In-State Wealth Management Teams 2023

The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March 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

CA License #0H47497

Manuel focuses on delivering comprehensive wealth management services to the clients of the team. His experience and expertise are grounded in advanced wealth strategies, such as tax planning, asset protection, executive compensation, stock options, business planning, retirement planning, charitable giving, and estate planning. He maintains the CPWA® designation, having completed formal training delivered by the Investment Management Consultants Association® (IMCA®) at The University of Chicago Booth School of Business.  Manuel served as the Santa Fe Branch Manager for 14 years, which provided him with invaluable experience in firm capabilities as well as access to UBS thought leadership and decision makers.

He began his financial services career in 2002, serving as a Financial Advisor and Branch Manager at both Wachovia Securities and A.G. Edwards & Sons. Prior to that he ran his own business and worked in international management. Since joining UBS in 2008 Manuel has gained a deep understanding of financial planning, completing the firm’s prestigious Wealth Advisor training as well as obtaining the Accredited Asset Management Specialist℠ and Certified Exit Planning Advisor designations. He also maintains his Series 3, 7, 9, 10, and 66 securities as well as life and long-term care insurance licenses. CA License #0G09852

Within the community, he serves on the Investment Committees of the Santa Fe Community Foundation and Hispanics in Philanthropy. Born in Bilbao, Spain, Manuel is a graduate of Duke University and resides in Santa Fe with his wife and two children. Outside of the office he enjoys fly fishing, tennis and gourmet cooking.

Christine has been an employee at UBS Financial Services Inc. for over 25 years. Christine started her career as a Client Service Associate in Wellesley, MA after graduating from the University of New Hampshire with a Bachelor of Science degree in Business Administration. For the past 20+ years she has been in various management positions for the UBS Santa Fe, Albuquerque, Scottsdale and Tucson offices. Most recently before joining NewCoast Wealth Advisors as our Team Administrator she was the Administrative Manager for the UBS Camelback Complex located in Phoenix and Scottsdale, AZ. Christine oversees the management of all team operations and administrative processes. Christine’s tenure provides our clients with access to an extensive understanding of UBS Wealth Management capabilities and services.

Christine currently maintains the Series 7, 63, 65, 9, 10 and Life, Health and Variable Annuity Insurance licenses. Christine lives in Scottsdale with her husband Shaw and son Connor. They enjoy family vacations, cooking, and attending Connor's baseball games.

Susan is the Sr. Wealth Strategy Associate on the team and provides operational and administrative support.  She supports Ed with a focus on holistic wealth management strategies that include Financial Planning, Banking, Insurance and all aspects of delivering a wealth management plan.  She assists with the preparation of reports and other materials for client meetings.  She provides support for client relationship building and business development. 

Susan began her financial services career in 1992 working for a major West Coast financial services firm.  Susan became licensed to trade in the commodities markets and assisted in opening and managing a small commodities boutique firm in 1995.  Susan began her career with UBS Financial Services in 1999 to work with a corporate cash management group.  Susan joined Ed Levin's team in 2001 and specializes in corporates, municipals, Agencies, mortgages, non-dollar securities, and fixed income portfolio analytics.  Susan is Series 3 (Futures), 7 (General Securities) and 63 (Blue Sky/Investment Advisor) licensed by FINRA.  Susan is insurance licensed in the State of California #0D42530.  Outside of the office Susan spends her time with her husband, children and grandchildren

"For all the things we cannot control within wealth management, there is one thing we can control: client service. Our goal is to provide our clients with a world-class level of service."

Mary leads the team’s client service side as its Senior Registered Client Service Associate, working closely with the group to ensure a seamless client experience. She oversees account opening and maintenance as well as client meetings, asset transfers, new clients, and the delivery of financial statements. She plays an essential role in the financial planning process, assisting with all aspects of our clients’ financial life. With a high-touch, personalized approach to all client interactions.

With over 25 years of industry experience, Mary leverages her knowledge to educate clients on the services and capabilities unique to UBS. She began her financial services career at Smith Barney in 1995 before moving to Morgan Stanley in 2000. Since 2004 she has continued to deliver exceptional client service at UBS and feels that our clients deserve the best. Mary maintains the Series 7, 24, and 63 securities licenses.

Mary has been married to her husband Bryan since 1994, with whom she has a daughter, Marisa. Outside of the office Mary enjoys the great outdoors, traveling, and spending time with her family.

Lisa Villarreal began her career in the financial services industry in 2001 with Wells Fargo Bank. During her years in banking, she focused on obtaining new relationships, lending opportunities and referrals to other specialized departments. She attended the University of New Mexico and received her BBA in Finance in 2006. In 2007, Lisa transitioned from banking to wealth management by accepting a position with Wells Fargo Advisors as a Client Service Associate. In 2012, she was recruited by Morgan Stanley where she took on the role of Senior Registered Associate and was later promoted to Portfolio Associate in 2018 and then to Wealth Management Associate in 2021. On November 2, 2022, Lisa joined UBS as a Senior Wealth Strategy Associate with the NewCoast Wealth Advisors.    

Lisa is native to New Mexico and shares two children with her husband, Charles. In her free time, Lisa enjoys spending time with her family which includes attending and cheering her kids on at their basketball games.

California license # 0K28395

David joined NewCoast Wealth Advisors with a large of amount of experience in private banking having held roles within both the retail and private banking divisions, most recently with Bank of America.  David attributes success to knowing that clients have their choice of banks anywhere in the world and it’s the white glove service his team consistently provides that keeps the business flourishing. 

David is a CFP® professional and graduated with a BA in Economics from The State University of New York at Binghamton.  He currently lives in South Orange County with his wife and two young daughters.  In his free time, he enjoys spending it with his family, running, and rooting for the NY Giants.