Sam Levin
Financial Planning Analyst
I was born and raised in Jacksonville, Florida, and moved to North Carolina to attend Elon University and play on their football team. After graduating Magna Cum Laude in December 2023, with a major in Finance, I joined the Blakely Financial team in January 2024. My daily responsibilities include preparing for client review meetings, assisting advisors with managing models and client accounts, and updating client financial plans. Outside of Blakely Financial, I enjoy playing golf, listening to audiobooks, and attending live sporting events.
Professional Designations, Certifications, Registrations, and Licenses
- Securities Industries Essentials Registration
Education
- Elon University, Elon, North Carolina, B.A. in Finance
Personal Points
My top 3 reads and podcasts are…
Freakonomics / New Heights Book – I Love Capitalism!
My happy hour order is…
An Old Fashioned
My favorite quote is…
"Yesterday is history. Tomorrow is a mystery. Today is a gift. That’s why we call it ‘The Present’" – Eleanor Roosevelt
My superpower would be…
Teleportation (My family is all around the Country, and this would make it much easier to see them)
My favorite restaurant is…
Colt & Alison – Sea Island, GA
My dream travel destination is…
The French Alps
