One-on-one investment advice and guidance
Miriam Levy, Financial Solutions Advisor

Miriam Levy

Read definition of, CRPC®


A Chartered Retirement Planning Counselor (CRPC®) specializes in meeting the pre- and post-retirement needs of individuals and families, including asset management, retirement income, health and long-term care, and wealth protection and transfer.

End of layer

Financial Solutions Advisor

5420 Wilshire Blvd
Los Angeles, CA 90036

Office: 323.602.1650

close Find me at these other locations
Find me at these other locations
End of information panel.

Learn more about this advisor's background on FINRA's BrokerCheck.

BrokerCheck helps you research advisors and firms.

Let's talk


BDC8V 90036 miriam-levy Schedule an appointment

My name is Miriam Levy, and I'm a licensed Merrill Edge Financial Solutions Advisor™. I can help you plan and invest for what matters most to you.

Whether you're interested in learning more about investing, or ready to discuss a specific goal such as retirement or a child’s education, I can help. We'll work one-on-one to design an action plan with specific investment recommendations based on your goals, risk tolerance, liquidity needs and time horizon. Together, we can review your progress and make adjustments as needed to help you stay on track.

I can also offer access to a broad range of Bank of America® deposit and borrowing solutions — from checking accounts, savings accounts and CDs to credit cards — to help you meet your immediate needs and long-term goals.

Whatever your investment needs, I'm available to help you either in person at Bank of America®, 5420 Wilshire Blvd Los Angeles, CA 90036, or by phone. Contact me to take advantage of a complimentary financial review and see for yourself how Merrill Edge® streamlines investing to help you invest for what matters most to you.

An action plan to pursue your goals

After a one-on-one conversation, you'll receive a Merrill Edge Roadmap® action plan designed to help you pursue your financial goals, such as retirement and college.Footnote *

Learn more »

Life stage planning

No matter where you are on your investment journey — just starting out, seeking to build wealth, nearing retirement or already retired — I can help.

Learn more »

Your life priorities

Answer a few simple questions, and you'll get a personalized collection of resources, tools and strategies to help you invest for what matters most to you.

Learn more »

Investor education

Whatever your level of investing experience, explore educational resources designed to deepen your understanding and help you make more informed investment decisions.

Learn more »

* Merrill Edge Roadmap® is available with a Merrill Edge Advisory Center™ account.

It starts with a conversation —
let's discuss your investment needs


Schedule an appointment

Miriam Levy is registered to do business in: AZ, CA, FL, HI, NV, OR, TN, TX, WA

Supervisory Office:
500 Newport Center Dr
Newport Beach, CA 92660