Syndie T. Levien, CFP® CEPA®
Syndie T. Levien, CFP ®
First Vice President, Wealth Advisor
Senior Portfolio Manager
UBS Financial Services, Inc.
Syndie is a Certified Financial Planner™ and First Vice President – Wealth Management with UBS Financial Services, Inc. For more information about her practice, please visit www.ubs.com/fa/syndielevien. Her professional experiences have drawn her towards the non-profit world, which has given her the opportunity to utilize her consultative expertise and professional networking skills to enhance her own art of "giving back". She is an avid art collector, and an active philanthropist and supporter of the arts.
Syndie T. Levien, CFP(r), CEPA is a First Vice President - Wealth Management, Financial Advisor with UBS Financial Services, Palm Beach Gardens FL. She partners to effectively combine internal and external intellectual capital partners, including global bank, lending, trust and advance planning services. Her focus is full, personalized retirement planning, income asset management, family wealth protection and charitable giving for business owners and their families. Syndie has served on numerous boards related to the arts and healthcare and currently serves as President to the Palm Beach County Estate Planning Council. and supports numerous community groups including the Executive Women of the Palm Beaches, Palm Beach North Trustees, Palm Beach North Legislative Affairs and Small Business Advisory and supports numerous other community groups. Syndie previously served as Director for Susan G. Komen® South Florida and the Executive Women of the Palm Beaches Foundation, Inc. Transplanted from Ocala FL, Syndie gave 26 years of service as Chair for the Ocala-Marion County Chamber of Commerce (Education), Junior Achievement of Marion County FL, (Marion County) Toast Masters International®, President of Marion County Estate Planning Council. Syndie graduated from Rollins College and is a proud USAF veteran.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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