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Retirees/Pre-Retirees


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Private Wealth Management Wilmington, DE RiversEdge AdvisorsPrivate Wealth Management

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Financial Planning Wilmington, DE RiversEdge AdvisorsFinancial
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Investment Management Wilmington, DE RiversEdge AdvisorsInvestment Management

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Retirement Planning Wilmington, DE RiversEdge AdvisorsRetirement
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COMMON RETIREE QUESTIONS:




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Michael Levy, CFP®, APMA®, CRPC® Photo
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Michael Levy, CFP®, APMA®, CRPC®

Director, Financial Planning Services

Michael Levy, CFP®, APMA®, CRPC®

Director, Financial Planning services


Michael Levy joins RiversEdge Advisors as an Associate Financial Planner. In his role at the firm, he works with clients to examine and reach their financial and life goals. He does this by gathering, analyzing, and managing client data as well as preparing and monitoring their financial plans. He also helps to prepare investment recommendations and participates in client meetings and annual reviews. 

After graduating from Spring Hill College in Mobile, AL with a Bachelor of Science in Finance and Economics, Michael spent five years with Ameriprise Financial. Michael grew passionate about financial planning because it provides clients with holistic, rather than one-dimensional, approach to investing. He takes pride in seeing his clients reach their financial life goals

Outside of the office, Michael enjoys spending time with family, watching Philadelphia sports, exercising, and home improvement projects.



Amy Solano Photo
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Amy Solano

Associate Financial Planner

Amy Solano

associate financial planner


Amy joins RiversEdge Advisors as an Associate Financial Planner. In her role at the firm, she works with clients to help them achieve their financial goals. Amy’s day-to-day role includes collaborating with other members of the team to provide an excellent client experience. She also helps prepare investment recommendations and participates in client meetings.

A Delaware native, Amy graduated from the University of Delaware with a Bachelor’s degree in Marketing. She brings over 10 years of industry experience from working with firms including WSFS Bank and Morgan Stanley. She is currently pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Outside of the office, Amy enjoys cooking, traveling, and spending as much time as she can outdoors. Most weekends she can be found at the Delaware beaches with her family and dogs.


Greg Johnson, CFA Photo
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Greg Johnson, CFA

Client Service Associate

Greg Johnson, CFA

Client Service Associate


Greg Johnson joins RiversEdge Advisors as a Client Service Associate. Greg’s day-to-day role includes working directly with clients to ensure their needs are being met, supporting advisors with the daily operations of the firm, and collaborating with the RiversEdge investment committee. The most rewarding part of Greg’s work is helping to ease the burden and stress that clients feel when managing their daily finances.

Greg graduated from the Pennsylvania State University with a Bachelor of Science in Risk Management and a concentration in Finance. After graduating, Greg spent several years in business development and client services, including 3+ years in the private bank at JP Morgan. Greg is a CFA® charter holder and also holds the series 7 and 63 licenses. He is also pursuing the CFP® designation.

Outside of the office, Greg can be found on the golf course or playing ice hockey, watching Penn State Football games, and spending time with his wife and newborn, Carter.



Sean DeBarberie Photo
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Sean DeBarberie

Senior Client Service Associate
 

Sean DeBarberie

Senior Client Service Associate


Sean DeBarberie joins RiversEdge Advisors as a Client Service Associate. It is Sean’s goal to optimize client experience by proactively helping our clients meet their needs while working with the firm. Sean also assists the firm advisors in the daily operations of the firm. He finds his job rewarding because he is given the opportunity to help clients achieve the goals of themselves and their families.

After graduating from Bloomsburg University of Pennsylvania, Sean spent almost five years in the banking industry where he gained experience in client service, operations, and business development. During this time, Sean returned to Bloomsburg University to complete his Master’s in Business Administration, an experience which gave him a more holistic understanding of the business world. Sean holds a Series 6, Series 63, and Life and Health Insurance license. He also has plans to pursue the CFP® designation. 

Outside of the office, Sean enjoys spending time with friends and family, exercising, and is an avid fan of the Philadelphia sports teams.