Our Associates

Bud Levy, CFP®, CPA, MBA
Certified Financial Planner™ professional
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Advising individuals and their families, professional practitioners, and business owners, Bud Levy helps you build and preserve your nestegg, maintain your lifestyle, and achieve a financially secure and worry free retirement. A pioneer in introducing fee-based investment planning and asset class investing to individuals, Bud believes you deserve the same caliber of investment advice, products and services, and "professional edge" historically available only to ultra high-net-worth individuals and large institutions. Using a team approach, Bud works closely with your tax professionals and attorneys to protect your assets, cut income and estate tax liabilities, and help you manage your wealth in a way, that achieves your goals and gives you a high level of personal satisfaction. An advocate of "holistic" financial planning, Bud combines science, art, and real life expertise to create customized solutions designed to meet your needs today and in the future.


Bud believes strongly in promoting financial literacy and is recognized as a leading financial educator. He has conducted over 200 workshops including such popular programs as "The Complete Financial Management Workshop®", "Protect Your Life Savings Using Ten Secrets The Government Doesn't Want You To Know!", and "The Retirees' Guide To Financial Security In Troubled Times and Turbulent Markets". Bud also teaches an intense 12-hour workshop entitled "Passport to Retirement" as part of the curriculums of the Dowling College and Huntington Continuing Education Programs.

Bud is one of a handful of financial advisors in the tri-state area who has earned all three of the most widely recognized financial planning designations: CERTIFIED FINANCIAL PLANNER
practitioner, Chartered Financial Consultant (ChFC), and Personal Financial Specialist (PFS). In addition, Bud is a Certified Public Accountant and has earned the Certified Long-Term Care Consultant (CLTC) professional designation. Bud is a graduate of the College For Financial Planning and he holds an MBA degree from St. John's University.

Bud provides financial planning and educational services through NestEgg Advisors, Inc., a registered investment advisor.

Bud provides investment advisory services through American Portfolios Advisors, Inc., a registered investment advisor, and securities through American Portfolios Financial Services, Inc., Member FINRA and SIPC. 


  

Lori A Jordan
Client Service Associate
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Lori is a seasoned financial professional with more than 25 years of industry experience including affiliations with major asset management firms including JP Morgan Chase and the Oppenheimer Family of Mutual Funds.  Lori uses her extensive experience to work closely and effectively with clients and she responds to a wide range of service requests in a prompt, responsible and professional manner.

Other responsibilities include providing support in asset transfers, portfolio analysis and performance reporting, and new account processing.

Lori enjoys spending time with her family and friends as well as her Church.  Lori has a passion for cooking, decorating and hosting family events. 
 

 

Susan Goldberg
Receptionist
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Susan draws upon extensive experience in customer service, sales, and administration to perform her responsibilities which include managing the firm's comprehensive client database, greeting clients and guests, bookkeeping, and office administration. Susan maintains the advisors’ calendars and schedules client appointments. She also does the planning and follow-up for financial workshops held at local Long Island businesses and associations for their employees and members. Susan is committed to providing personalized service to accommodate the needs of every client, making their relationship with us a unique and caring experience. Susan’s prior work experience includes recruiting, sales, and pre-school education and she holds a BBA degree from Baruch College.  

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck