Marc Lewyn

Current

President at GV Financial Advisors

Past

Attorney at Law at various law firms
Legislative Assistant at United States Senate

Education

University of Georgia School of Law
University of Virginia

Recommended

4 people have recommended Marc

Connections

450 connections

Industry

Financial Services

Websites

Marc Lewyn’s Summary

What is the opportunity in connecting with me?

We can help you answer the question - "How do I choose the right advisor for me or for my client?"

Having been asked that question hundreds of times, I have put together a PowerPoint on this site that asks the key 25 questions that anyone should consider before hiring someone for this most important role in their lives.

After 17 years as an advisor, five years as an attorney and my current position as President of a 57 person group, I hope to act as a resource to other professionals helping them evaluate the cacophany of competing claims.

(c) 2009 Marc J Lewyn. All Rights Reserved.

Company Recognition

*GV Partner David Geller only professional advsor featured in the Community Foundation of Greater Atlanta's Annual Report, 2009-10
*Atlanta Business Chronicle "Forty Rising Stars Under Forty", November 2009
*Five Star Wealth Manager Atlanta Magazine 2008-2009
*Barron's Top 25 Financial Advisors in Georgia ( one of only two independent firms)
*Catalyst Magazine Top 25 Entrepreneurial Company. awarded for our Guided Conversation Process and revenue growth)
*Published in New York Times, Wall Street Journal, Atlanta Journal Constitution, Contributed to two books

Marc Lewyn’s Specialties:

Proactive systems to help our clients create opportunities and avoid dangers. Any transition, an inheritance, a corporate transaction (sale), an unhappy result in the stock markets - all provide extraordinary opportunities for coordinating with attorneys, accountants, and other advisors to accomplish something signifcant.

As a comprehensive financial advisor, I provide cutting edge financial advisory services such as financial planning, estate planning and investment management.

Marc Lewyn’s Experience

President

GV Financial Advisors

(Privately Held; Financial Services industry)

February 1992 — Present (17 years 11 months)

My role presently is as a connector of people.

What I enjoy doing is putting people together for their mutual benefit.

If I can help you find just the right person who can help you create more business opportunities for yourself, I will do it.

I see the world as a fountain of opportunity, and my role is to help people take advantage of opportunities that are not always apparent at first blush.
Attorney at Law

various law firms

(Law Practice industry)

January 1987 — June 1992 (5 years 6 months)

Practiced corporate law at three firms, where I learned how to ask the right questions about business deals, and to advise clients how to understand risk
Legislative Assistant

United States Senate

(Government Agency; Legislative Office industry)

September 1984 — March 1986 (1 year 7 months)

I began by authoring hundreds of form letters on every imaginable legislative issue, and subsequently create a position as special liason to the Jewish community of Florida.

Marc Lewyn’s Education

University of Georgia School of Law

J.D. , Law , 1983 — 1986
University of Virginia

BA , Economics and English , 1977 — 1980

Activities and Societies:

Editorial Page Editor, Cavalier Daily

Additional Information

Marc Lewyn’s Websites:

Marc Lewyn’s Interests:

wealth coaching, professional networking, cutting edge financial planning, estate planning, investment management, international travel, eclectic cuisine