Limor Levy joined Moneta as a Client Service Manager in 2023, aligning with the firm’s culture and values for empowering people to navigate life’s path and protect what they cherish.

She brought five years of experience in the financial services industry to her role at Moneta after previously working as a Client Service Representative at Bank of America and as a Senior Operations Specialist at Merrill Lynch. 

Limor loves spending time with her sons, working out, and going on bike rides.