Team: Indian River Wealth Management Group
Financial advisors: Susan Morse, Sr. Vice President – Wealth Management
Dan Levy, Director
Team experience: Combined 80+ years
Location: Melbourne, FL
The Indian River Wealth Management Group focuses on helping Space Coast families meet their financial and personal goals through a mix of investments within a customized financial plan. Led by Susan Morse, Indian River Wealth Management recently welcomed Dan Levy, complementing its client service associates Jane Baxter and Maria Reza and giving the team more than 80 years of combined experience. The team provides clients a boutique experience while drawing on all the resources of UBS, one the world’s largest wealth managers.
Susan Morse has utilized her 35 years of financial services experience in Brevard County to help clients navigate through numerous market cycles and corrections. Her client dedication has grown her business by providing families with both financial guidance and advice beyond just investing. No stranger to entrepreneurship, Morse and her husband, Don, own SBS Precision Sheet Metal, a local employer and 2013 recipient of Lockheed Martin’s Outstanding Supplier Award.
Dan Levy spent five years managing investment programs for two of the largest U.S. wealth management firms and 11 years in the U.S. Navy as a navigator on the P-3 Orion aircraft. He focuses on helping Space Coast residents — particularly veterans and engineers — maintain the American lifestyle they have helped preserve. He most recently worked with the UBS Institutional Consulting Group in Weehawken, New Jersey, whose clients included pension funds, non-profits and 401(k) plans. Excited to be working with individuals and families, he incorporates the institutional approach of long-term investing and portfolio diversification. He holds an MBA from the New York University Leonard N. Stern School of Business and a BS in systems engineering from the U.S. Naval Academy. During his Navy career, Levy flew combat missions in Iraq and Afghanistan and also served as an acquisition professional leading the Navy’s testing of a $150 million multi-service data link control system.