Alexandra Levi, Managing Partner
Alex Levi's* professional successes and her love of finance and entrepreneurship have resulted in the creation of Element Financial Group. She brings to the firm a diversified practice focusing on financial, insurance and estate strategies. She advises established individuals, business owners and family owned businesses.
Alex launched her first consulting practice at twenty-one, developing financial and tax strategies for individuals and small businesses. Eight years after meeting the challenge of building a thriving practice a client convinced Alex to formally join his company. She did and became CFO of a premier modeling agency headquartered in New York. She led its expansion into London, Cape Town and South Beach, growing income ten-fold to $20 million. The agency led the industry onto the web and into publishing. Alex also negotiated some of the largest and most innovative contracts in the industry.
Later, she became Vice President of entertainment at a communications firm where she led both the creative and management teams. Under her direction they were successful in developing and marketing a custom animated character to both a leading multi-national retailer and a media distributor. The strategic alliance produced a licensing program expected to generate $50 million in revenue.
After six years in a formal corporate role, Alex's entrepreneurial instinct and desire to help individuals and businesses demanded she return to her own practice. Alex's unique background affords her clients the ability to work with a financial advisor who understands the challenges faced by both business owners and successful professionals. As their "financial advocate" Alex collaborates with her clients in the formation of strategies to help create and preserve wealth.
Alex serves as Vice-President of Development on the Board of New York Women in Film and Television and enjoys membership with New York Women in Communications, the National Association of Women's Business Owners and Women in Insurance and Financial Services.
Alex was born and raised in New York City. She and her husband Howard live in Chelsea and she is the proud step-mother to Carleigh and Sami.
* Registered representative of and offers securities and investment advisory services through MML Investor Services, Inc., Member SIPC 150 Clove Road Little Falls, NJ 07424 (973)237 0100. Insurance offered through Massachusetts Mutual Life Insurance Company and other fine companies.
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