PALM BEACH COUNTY ESTATE PLANNING COUNCIL

Investment Advisor

Additional Information: As a seasoned wealth management professional with over four decades dedicated to helping individuals and families achieve their long-term financial goals, Syndie developed a comprehensive, goals-centered approach that prioritizes trust and transparency. Successfully managed portfolios totaling over $100 million, consistently delivering above-market after-tax efficient returns while prioritizing capital preservation. Expertise lies in crafting personalized investment strategies, and designation such as CFP® and a former CEPA® are held, demonstrating a commitment to ongoing professional development and client success. Syndie actively serves on the Jewish Federation of Palm Beach Board of Directors, The William A. Meyer Jewish Community Foundation, Chairs the Jewish Federation of Palm Beach "King David Society", a Past President to the Palm Beach County Estate Planning Council, and served on numerous art and philanthropic boards. Syndie lives in Jupiter Florida and is married to David Hess. Outside of work, Syndie, a US Air Force veteran, is an avid art collector, philanthropist, an on-going learner and traveler. For more information about her practice, please visit http://www.ubs.com/fa/syndielevien 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.