Adam M. Levy, CRPC

Adam Levy founded Sound Strategies Wealth Management with the vision of creating a truly world-class experience for select individuals and families seeking financial independence. Prior to its founding, Adam held a Senior Vice President position and served as an independent advisor since 2007. Beginning his career at Merrill Lynch in Tucson, AZ, Adam focused on helping clients prepare, transition and enjoy retirement. He attended the University of Arizona and furthered his financial education through the College for Financial Planning by obtaining the Chartered Retirement Planning Counselor (CRPC) designation. Through his disciplined process, personalized service and stewardship, Adam has developed deep, lasting relationships with many of his clients and is thankful for the trust and confidence placed in him. Adam holds the Series 7 and 66 registrations through LPL Financial and a Life and Health Insurance license.

Over his career, Adam has been recognized by his peers and also appeared in financial publications and as a guest on CNBC. He was the recipient of awards in innovation within a former firm and community service in 2012. He has appeared on panels of industry conferences and enjoys helping his colleagues.

Adam and his wife, Lindsay, currently live in Black Diamond, WA with their children, Iely and Tucker, and family dog, Roxie. As Vice President and board member of a local charity, Pinky’s Passion for a Parkinson’s Cure, Adam continues to serve his community. In memory of a beloved teacher and golf coach, he co-founded golf tournaments to raise funds for The First Tee of Greater Seattle. He also served as a Wish Grantor for the Make-a-Wish Seattle chapter.