Your Team:
Sandra Levitsky, CFP®, ChFC®, CMFC®

Sandra Levitsky, CFP®, ChFC®, CMFC®

Paraplanner

Sandra Levitsky, CFP®, ChFC®, CMFC®

TITLE: Paraplanner

AREAS OF FOCUS: Tk

EXPERIENCE: 25 Years

Sandra has over 25 years of experience in the financial services industry. Her passion is to
assist the Great Scott team in developing a holistic approach to financial planning, building
trust and deeper relationships necessary to help the clients establish a roadmap to success.


Sandra holds a B.S. in Electrical Engineering from Pennsylvania State University. She also
attended Wilkes University specializing in Accounting and Economics, which provided her
valuable experience in income tax planning. She currently holds a variety of professional licenses including General Securities (Series 7), General Securities Principal (Series 24),
Uniform Securities State Law (Series 63), Uniform Investment Advisor (Series 65), PA Life,
Accident & Health Insurance, Chartered Financial Consultant (ChFC), Chartered Mutual Fund
Counselor (CMFC), and Certified Financial Planner (CFP).


In her downtime, Sandra enjoys spending time outdoors, hiking, and traveling. She also
obtained a certification as an ABC Certified Dog Trainer (ABCDT) and volunteers at animal
shelters.

Check out the background of this investment professional on FINRA’s BrokerCheck.