Profile
“Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round”
Megan Dorn, Dorn Wealth Management
Donna Levy is a managing director and financial advisor at Wealthspire Advisors with over 30 years’ experience serving clients. She works with sophisticated and successful investors and specializes in implementing and overseeing solutions that integrate investment, insurance, retirement, and tax management into a comprehensive financial/investment strategy.
Levy is also passionate about working with women who are experiencing significant life changes, such as the death of a spouse, and need more guidance establishing their financial confidence.
She is a key member of Wealthspire’s Investment Committee, providing leadership and input to the Investment Team regarding strategic asset allocation, investment strategies, and portfolio construction.
Previously, Levy was the chief investment officer at Sontag Advisory. Prior to that, she held leadership roles at Clarfeld Financial Advisors and Citibank Private Bank. She is committed to giving bank to her community and is very active with her Temple, Sharray Tefila. She also previously served on the board of directors of FJC, A Foundation of Philanthropic Funds.
521 5th Ave, 15th Floor, New York, NY 10175
(800) 994 3766
donna.levy@wealthspire.com
linkedin.com/in/donna-levy-7b90b136
wealthspire.com
Donna Levy
Managing Director and Financial Advisor
Wealthspire Advisors
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Bio
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Profile
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Bio
Milestones
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Bio
Milestones
“My clients are more like family, and I want to make sure I can provide real value to them”
Megan Dorn, Dorn Wealth Management
1992–1996
1997–1998
1998–2000
2000–2019
2019–Present
1992–1995: Equity Analyst, Columbus Circle Investors Corporation
1995–1996: Analyst and Institutional Trader, Safian Investment Research
1992–1996
Vice President & Investment Specialist at Citibank Private Bank
1997–1998
Director of Investment Advisory Services at Clarfeld Financial Advisors
1998–2000
Chief Investment Officer at Sontag Advisory
2000–2019
Managing Director at Wealthspire Advisors
2019–Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
Despite facing industry biases, such as being mistaken for an assistant at events, she refused to let female stereotypes define her. Instead, she’s built a thriving network of women advisors and found a strong ally in Harbour Investments, which supports her growth as a leader, business owner, and mother.
Client satisfaction isn’t measured in Dorn’s office by closing ratios or one-time feedback – it’s reflected in loyalty, longevity, and referrals. Her communications strategy features handwritten and even hand-drawn birthday cards because in her words, “the little things matter”.
Another offering is short videos delivered a few times per month, providing quick updates on market changes, financial tips, or just simple reassurance during uncertain times.
She explains, “Clients tell me all the time that they feel more connected, more informed, and more confident because of those little touchpoints. It’s a way to educate, stay visible, and reinforce that I’m here for them – not just at review meetings, but all year round.”
Empowerment is an ambition of Dorn’s, believing that financial education leads to strong communities. However, she only works with individuals who match her values.
“I also don’t take on every prospective client who walks through the door. I’m intentional about making sure it’s a good fit on both sides,” she adds. “My clients are more like family, and I want to make sure I can provide real value to them. That means listening closely, being transparent, and never overpromising.”